Understand the Broker Workspace, the App and how to get started.

Insia configures Zoho CRM to coordinate client relationships, conversations, tasks and renewal workflows; Quote Desk prepares new-business and renewal quote cases; Compliance Case Manager builds the evidence file while work happens. Insia Intelligence supports applicable Insia workflows and is not represented as a standard Zoho feature.

It is for broker principals, operations leaders, working brokers and compliance reviewers who need a clearer way to coordinate client work, prepare quotes and keep evidence reviewable. Insia is software and does not replace the brokerage's regulated responsibilities.

Zoho CRM implementation consultations are available through Insia. Quote Desk is a selected private pilot. Compliance Case Manager is in development and private pilot. Insia Intelligence is an embedded Insia capability rather than a separate generally available product.

No. A demo request records your request for a product conversation. It does not create a production workspace, turn on product capabilities or subscribe you to unrelated marketing by default.

For new business, it brings together the fact-find, evidence, gaps, market strategy, captured quotes, comparison and proposal draft. For renewal, it starts from the prior policy and renewal material, records changed facts and prepares renewal and alternative comparisons. The broker verifies, decides and approves throughout.

It can collect email and document evidence, organise it against requirements, surface missing or awaiting items, record human decisions and produce a timestamped evidence pack. The output remains a Draft Readiness Preview; Insia does not certify compliance.

No. Quote Desk is presented as a broker-controlled preparation, comparison and review workspace. It does not submit, bind, accept, pay, recommend or execute insurer actions.

It extracts, organises, surfaces gaps and drafts inside applicable Insia quote and compliance workflows and may support approved configured CRM work. It keeps source and uncertainty visible. People retain verification, market selection, recommendations, compliance decisions and external-action authority.

Insia configures Zoho CRM as the operational relationship layer for an agreed brokerage scope. HighLevel remains limited to Insia marketing and optional appointment scheduling. Broking systems keep their policy-administration role, and specific connections are assessed as part of each implementation.

The Insia App is ready to deploy, but Insia does not claim public App Store availability until a verified listing exists. You can join App updates to hear about the release without creating an account.

It records your consent and email for App release updates. It does not create an App account, promise a release date, collect broker-demo details or share insurance records.

No. The online client portal is the browser companion to the Insia App for the same policyholder experience. The App and online companion are presented together as one principal product.

The product is designed around permissioned sharing for an approved relationship and purpose. The relevant scope, source records and review state should remain visible rather than turning access into an assumed entitlement.

Insia is a software and implementation practice with two public journeys: broker teams can discuss Zoho CRM configuration and Insia workflow capabilities, while policyholders can follow the Insia App. Quote Desk, Compliance Case Manager and Intelligence are Insia capabilities available at different stages.

The Security and Trust Centre explains how current controls apply and any limits that matter. The Privacy Policy explains how information is handled and the choices available to you.

No. Insia is software. It is not an insurer, insurance broker, authorised representative, financial adviser, legal adviser, claims handler or underwriting service.

Existing users can use the Sign in link in the site header and footer. Product interest, demo and pilot forms are separate journeys and do not replace an existing account sign-in.