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Insia Broker Workspace

Client work, quote preparation and compliance evidence in one place.

Insia connects broker relationships in Zoho CRM with quote preparation, compliance evidence and a secure App for policyholders.

Book a broker workflow consultationSee the three modules
  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.

The Broker Workspace

One connected place for the relationship, the quote and the evidence.

Zoho CRM keeps client relationships and follow-up visible. Quote Desk prepares new-business and renewal work. Compliance Case Manager builds the evidence needed for review.

Consultation available

Zoho CRM for Brokers

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

See the workflow Private pilot

Quote Desk

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

See the workflow Private pilot

Compliance Case Manager

Build the compliance evidence file while the client work happens.

See the workflow

How the work moves

Follow the client from first enquiry to the next approved action.

Each part of the workspace carries the client context forward while the broker remains responsible for the decision.

  1. 01Start with the client request

    Capture an enquiry, service request, renewal trigger or broker-created task.

  2. 02Keep ownership visible

    Connect conversations, policy context, tasks and the next responsible person.

  3. 03Prepare the work

    Build the quote case and evidence record without losing the shared client context.

  4. 04Review and act

    The broker decides what is complete, what is recommended and what happens next.

Insia Intelligence

Helpful preparation, inside the work your team is already doing.

Intelligence can organise permitted CRM context, surface missing quote information and connect evidence to compliance requirements. Brokers still verify the facts, make the decision and approve the next action.

See how Intelligence works

Configured Zoho CRM foundation

See how familiar broker work can move through visible stages.

Use the tabs to follow new business, renewal and service work through visible owners and broker-controlled decisions.

New business & quote

Turn client facts and documents into a complete, review-ready quote case.

  1. 1Client intake
  2. 2Missing facts
  3. 3Submission draft
  4. 4Quote comparison
  5. 5Broker decision

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.

Consultation available

See the workflow with your brokerage in mind.

Tell us which client, quote or compliance workflow you want to improve. We will map the current process and the most useful next step.

Book a broker workflow consultation