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Built by brokers for brokers

Insia insurance intelligence

One connected view of the client, the work and the next decision.

Insia brings Zoho CRM for broker relationships together with Quote Desk, Compliance Case Manager, Insia Intelligence and a secure App for policyholders.

Book a broker workflow consultationExplore the Insia App
  1. 01
    Client enquiryEmail, form or broker-created record
  2. 02
    Zoho CRMConfigured relationship, task and renewal workflows
  3. 03
    Quote + evidencePrepared in the same client context
What comes outOne client case with a visible owner, prepared work and an approved next step.

For broker teams

Keep relationships, quotes, compliance and intelligence in one connected journey.

Zoho CRM keeps client relationships and follow-up visible. Insia adds focused tools for quote preparation, compliance evidence and source-backed assistance.

Insia Intelligence helps inside the workflow. It organises and drafts from permitted information; brokers verify the facts and make the decision.

Explore the Broker Workspace
Consultation availableZoho CRM for Brokers

Zoho CRM configured around brokerage enquiries, relationships, renewals and owned follow-up.

Explore Zoho CRM for Brokers Private pilotQuote Desk

From fact-find to a broker-ready quote pack without rebuilding the case across inboxes and portals.

Explore Quote Desk Private pilotCompliance Case Manager

Build the compliance evidence file while the client work happens.

Explore Compliance Case Manager Private pilotInsia Intelligence

AI prepares and organises the work; brokers review, decide and approve.

Explore Insia Intelligence

How the work stays connected

One connected broker journey, from enquiry to an owned next action.

Client context moves forward with the work, while brokers remain responsible for every recommendation, approval and external action.

Explore Insia Intelligence
  1. EnquiryCapture the client request, email, fact-find and documents.
  2. CoordinateKeep conversations, tasks, renewal context and ownership together.
  3. PrepareBuild the quote case and compliance evidence as the work happens.
  4. ApproveThe broker verifies, decides and authorises the next step.

For policyholders

Keep insurance records organised and respond when your broker needs something.

The Insia App brings policies, documents, renewal details and permissioned sharing into one secure iPhone experience.

Insia iOS policy details tab with synthetic dates, policy number and cover fields
Structured policy facts stay readable without leaving the policy record.
Insia iOS add policy flow showing manual and email entry with insurance categories
Add a policy manually or begin from a forwarded insurance email.
Insia iOS Explore Insurance screen with common insurance categories
Explore common insurance types in plain language before adding a policy.
Explore the Insia App

Security you can rely on

Private by design.
Secure by choice.

Review security practices
Role-aware access

The right people see and do the right things.

Encryption

Protecting data in transit and at rest.

Privacy by design

Privacy considered throughout the experience.

Australian focused

Built and supported with Australian brokers in mind.

Choose where to start

A clear next step for broker teams and policyholders.

Broker teams can explore Zoho CRM, Quote Desk, Compliance and Intelligence in a workflow consultation. Policyholders can follow progress on the Insia App.

Book a broker workflow consultation

Get Insia App updates

Be the first to hear about App availability and new policyholder features.

Book a broker workflow consultation