Keep the fact or suggestion close to its source.
Private pilotPrivate-pilot intelligence
Insia Intelligence
The copilot inside CRM, quotes and compliance—not another system to manage.
AI prepares and organises the work; brokers review, decide and approve.
- 01Permitted sourceThe email, document or structured record used
- 02AI preparationExtraction, organisation, gaps and drafting
- 03Human decisionVerify, change, approve or reject
What comes outA source-linked suggestion, question or draft inside the workflow where it is needed.
One embedded capability
The copilot appears where the broker is already doing the work.
Insia Intelligence is not a fourth competing product. Its role changes with the module, while the same source, uncertainty and human-control principles remain.
Embedded copilot
Inside Zoho CRM
Summarise permitted conversation context, suggest the next task and keep the broker's edit and approval explicit.
See the module Embedded copilotInside Quote Desk
Extract facts, surface missing information and draft comparison context without selecting a market or recommendation.
See the module Embedded copilotInside Compliance
Link evidence to requirements, surface gaps and draft a review pack without certifying compliance.
See the moduleSource to approved work
Every useful output should show where it came from and who approved it.
The workflow is designed to make uncertainty and the human decision visible.
- 01Use an authorised source
Begin with the permitted email, document, record or case context.
- 02Prepare visibly
Extract, organise, identify uncertainty and draft with provenance.
- 03Ask for human review
Make gaps, changes and unresolved questions easy to inspect.
- 04Use only approved work
A person decides whether to change, reject or approve the prepared output.
People stay in control
AI prepares. People decide.
Insia Intelligence does not provide insurance or personal advice, make insurer decisions, select markets, recommend cover, certify compliance or take external action without approved human control.
Keep missing information and questions visible.
Record the person who reviewed and authorised the work.
See it in context
Start with the broker workflow, not a standalone AI demo.
A Broker Workspace demonstration can show where Intelligence supports CRM today and how the pre-release quote and compliance capabilities are being validated.