Start with the work brokers actually repeat: client communication, quote preparation, evidence and follow-up.
Company
Building the operating environment insurance brokers have been missing.
Insia is an Australian software platform focused on the repeated work between a client request and a broker-approved outcome: communication, preparation, evidence and follow-up.
- 01Client enquiryEmail, form or broker-created record
- 02Zoho CRMConfigured relationship, task and renewal workflows
- 03Quote + evidencePrepared in the same client context
What comes outOne client case with a visible owner, prepared work and an approved next step.
Why Insia exists
Insurance work should not be rebuilt from the same information at every step.
The product direction is to connect the client relationship, quote case, compliance evidence and policyholder contribution channel while keeping professional decisions with the right people.
Use AI to prepare and organise while preserving source visibility, human review and authorised action.
Keep the Broker Workspace and policyholder App related without blurring their different users and responsibilities.
From insurance work to Insia
A passion for insurance became a project to make the work better.
Anshu came to Insia through a genuine interest in insurance, finance and operational improvement. Close to the everyday reality of broking, one problem became difficult to ignore: good insurance work is often slowed by disconnected conversations, repeated data entry, documents, portals and follow-up.
That frustration became a project. The question was not how AI could replace a broker, but how it could help prepare the work—organise information, surface what is missing, make evidence easier to trace and give people more time for judgement and client conversations.
Insia grew from that belief: insurance can be clearer for clients and more workable for brokers when software carries the repetitive preparation and people stay responsible for the decision.
The founding ideaUse AI to prepare and organise the work while brokers retain the judgement, relationship and final decision.
Where Insia is heading
Build the foundation first, learn from real broker work, then connect more of the journey.
Zoho CRM consultations are available now. Quote Desk and Compliance are private pilots, while Insia Connect remains a longer-term direction.
Zoho CRM
Coordinate conversations, tasks, service work and renewals.
Quote Desk
Prepare new-business and renewal quote cases for broker approval.
Compliance Case Manager
Build a timestamped evidence record while work happens.
Insia Connect
Explore approved future connections without presenting a public API or partner catalogue.
Commercial and product enquiries
Talk to Insia about broker workflows, product fit or responsible collaboration.
A useful conversation starts with the work your team needs to improve, the systems around it and the product stage that applies.