Organise · Document Storage · In pilot
Insia is designed to keep policy schedules, certificates, renewal notices and claim correspondence connected to the relevant policy through permissioned access.
Upload, store, and control access to your insurance documents in three steps.
Attach any policy document — schedules, certificates of currency, renewal notices, claim correspondence — directly from your iPhone. Documents are linked to the relevant policy record the moment you upload them.
The product is designed to store documents through private, authenticated paths and scope access to the relevant account and approved sharing relationship. Exact production storage and security controls must be verified before broader availability.
Access is designed to start with the policyholder and extend to a broker only for an approved relationship and valid sharing authority. Revocation should stop future access, while records already lawfully received may remain subject to broker or legal retention duties.
When you share a policy with your broker, they access a structured view through the Insia broker portal — not your full document library.
Where a client has valid sharing authority with a broker, the broker view is designed to show the approved policy details and attachments rather than the client's wider document library.
Broker portal access is designed to stay scoped to the specific policies and attachments covered by current client authority.
Documents shared through Insia give brokers structured factual context — policy schedules, renewal dates, premiums, excesses. Insia does not facilitate advice, underwriting, or product recommendation through document sharing.
Common records this pilot is designed to organise include documents uploaded directly or received through an authorised email intake.
Insia is designed around authenticated access, permissioned sharing and private document paths. Exact production controls, providers and regional configuration must be verified before broader availability. Read the full security overview →
Join the waitlist and be among the first to organise your insurance documents in Insia when we launch.
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