AI suggestions retain the evidence used and remain reviewable.
Private pilotEarly-access development
Compliance Case Manager
Build the compliance evidence file while the client work happens.
Collect email and documents, organise them against requirements, surface missing items and retain the human decisions needed for review.
- 01Evidence arrivesEmail, documents, notes and requirements
- 02Case stays visibleMissing, overdue, awaiting and decided items
- 03Draft Readiness PreviewTimestamped evidence pack for human review
What comes outA timestamped evidence pack presented as a Draft Readiness Preview.
Five case types
Use the same evidence discipline across the insurance work.
Compliance Case Manager is designed around cases brokers and reviewers recognise—not a generic promise that compliance is automated.
01New business02Renewal03Endorsement04Claim05Complaint
- 01Create the case
Choose the insurance work type and keep its client, policy and responsible people visible.
- 02Collect the evidence
Bring relevant email, documents, notes and source references into the case.
- 03Organise against requirements
Show what is present, missing, overdue, awaiting and still needs a human decision.
- 04Prepare the evidence pack
Export a timestamped Draft Readiness Preview for broker or compliance-reviewer assessment.
Evidence and existing systems
Work with familiar tools while keeping the case reviewable.
Each connection is described by the broker task it supports, its current stage and the fallback when it is unavailable.
ConnectionStatusHow it is used
Zoho CRM and approved Insia servicesScoped workflow relationship
Configured Zoho CRM records may reference an approved Insia case after data scope, authority and the technical pathway are validated.
Microsoft 365 and emailControlled validation
Relevant email and documents may be collected only within an approved authority and data-handling scope.
Steadfast Insight and WinBEATReference and reconciliation context
Policy and client references may support the case without replacing either broking system.
Manual evidence entryAvailable fallback
A broker can record evidence and source references when a connector is not approved or available.
Draft Readiness Preview
Insia can organise the evidence. It does not certify compliance.
The responsible broker or compliance reviewer decides whether the file is complete, what action is required and whether obligations have been met.
Missing, overdue and awaiting items stay explicit.
Approvals, exceptions and rationale are recorded by people.
Private product validation
Discuss the compliance workflow your brokerage needs to evidence.
Compliance Case Manager is not generally available. This starts a product conversation through the existing Broker Workspace enquiry path and does not guarantee pilot access.