Insurance workflow pipelines
Give new business, renewals, claims support and client service a visible stage, owner and next action.
Insurance workflows, conversations and follow-up in one broker CRM.
Insia Broker CRM brings insurance enquiries, renewals, claims support, service work, forms and conversations into clear pipelines. Assistance can prepare and organise the work; brokers choose every consequential next step.
AI prepares. People decide.
Broker CRMPeople in control
New business
Renewals
Claims support
Client service
A brokerage operating layer
Keep the client record and the work around it connected.
Broker CRM connects the client record with the enquiries, renewals, claims support and service work that surround it.
Forms matched to the work
Start with structured information requests that can be tailored before a brokerage rollout.
Conversation context
Keep approved contact history beside the relevant client, policy and workflow instead of rebuilding the story.
Broker-owned follow-up
Surface missing information and due work while consequential decisions remain with authorised people.
Insurance-ready CRM pipelines
New business, renewals, claims support and service—mapped clearly.
Open each workflow to see its stages, ready-made information requests and the explicit hand-back to an authorised broker.
New business & quote
Turn client facts and documents into a complete, review-ready quote case.
- 1Client intake
- 2Missing facts
- 3Submission draft
- 4Quote comparison
- 5Broker decision
Conversation beside context
Move from a client conversation into the right piece of work.
Keep communication, client context and the relevant workflow close together. Channel availability depends on approved accounts, consent and configuration for each brokerage.
- Link contact history to the relevant client and policy context.
- Make ownership, stage and next action visible.
- Keep draft communication subject to broker review.
Review-led assistance
Specialised around the repetitive work, bounded by human decisions.
Assistance is framed around preparation, organisation and handover. It does not create advice authority or automatic insurer action.
Intake preparation
Organise an enquiry, identify missing information and prepare the next review task.
Renewal preparation
Bring timing, policy changes, questions and outstanding documents into one renewal workflow.
Claims support
Keep incident records, evidence requests and client updates organised without presenting Insia as a claims handler.
Service triage
Route certificates, policy changes and document requests into owned broker service work.
Broker CRM access
Map the CRM around how your brokerage works.
Tell us which insurance pipelines, forms, service queues and review handovers your team needs.