Connections
Bring the right information into the broker workflow.
Insia can connect Zoho CRM, email, documents and broking-system context around the work your team already does. Each connection is agreed for a clear purpose and keeps a practical manual fallback.
Book a broker workflow consultation- 01Bring it inEmail, documents, CRM activity or a broking-system reference
- 02Check accessConfirm who can use the information and why
- 03Confirm the resultRecord what happened and keep a manual path available
Connections in practice
See how each connection is used today.
The right approach depends on the broker task, the systems involved and the access available.
Bring relevant correspondence and files into the right CRM, quote or compliance record.
Used by Insia for permissioned marketing, lead follow-up and optional appointment scheduling. It is not the broker CRM we implement.
Configure client relationships, activities, tasks, renewals and reporting inside a client-owned Zoho environment.
Connect email and documents only after access, permissions and data handling have been agreed.
Reference relevant policy or client details without replacing the broking system.
Reference relevant policy or client details within the agreed implementation scope.
Use a documented interface when access, testing and reconciliation are available.
Use controlled portal automation only for an agreed workflow, with human review and a manual fallback.
Keep the workflow moving when a connection is unavailable or outside the agreed scope.
Insia Connect
A future way to carry approved insurance context between systems.
Insia Connect is the longer-term direction for permissioned connections across the ecosystem. API access and a public integration catalogue are not available yet.