Skip to content
Insia
Book a broker workflow consultation
Open menu
Private pilotPrivate pilot for Australian brokers

Insia Quote Desk

From fact-find to a broker-ready quote pack.

Prepare new-business and renewal quotes without rebuilding the case across inboxes, insurer portals and comparison sheets.

Request a Quote Desk private pilotSee the whole workspace
  1. 01
    Fact-find + evidenceStructured client facts, documents and email
  2. 02
    Gaps + market workQuestions, strategy and controlled quote capture
  3. 03
    Comparable quote packTerms, differences, rationale and sources
What comes outA source-linked comparison and proposal draft ready for broker review and approval.

Two complete quote journeys

New business and renewal start differently, but both finish with broker review.

Quote Desk keeps the facts, evidence, gaps, market preparation and captured responses inside one reviewable case.

New business

Build the first quote case once.

  1. 1Capture the enquiry and structured fact-find.
  2. 2Collect documents and supporting email.
  3. 3Surface missing facts and broker questions.
  4. 4Record the broker's market strategy.
  5. 5Capture quote responses through an approved connection or manual fallback.
  6. 6Normalise terms, compare differences and draft the rationale.

OutputA broker-reviewed proposal pack with sources, gaps and comparison context visible.

Renewal

Start from the prior policy and what has changed.

  1. 1Bring forward the prior policy and renewal documents.
  2. 2Confirm changed facts, exposures and client priorities.
  3. 3Surface missing information before market work.
  4. 4Prepare renewal and alternative market context.
  5. 5Capture and compare renewal and alternative responses.
  6. 6Record the broker's decision and prepare the client output.

OutputA renewal comparison and client-ready draft that remains subject to broker approval.

How quote information can arrive

A controlled connection model with a manual fallback.

API, authorised RPA and managed email are connection modes that may be staged or enabled per market. They are not represented as universally live.

ConnectionStatusHow it is used
Structured fact-find, documents and emailPrivate-pilot input

AI-assisted extraction can organise permitted material and surface missing information for broker review.

Approved APIStaged per market

Used only where an approved and tested market interface exists; no universal insurer connectivity is claimed.

Authorised RPAStaged per portal

Enabled only for an approved portal and controlled operating scope, with reconciliation and human review.

Managed emailControlled pathway

Quote correspondence can be collected and organised without treating email as an automatic insurer decision.

Manual captureRequired fallback

The broker can record and reconcile a quote when a connection is unavailable or outside scope.

Broker-owned decision

AI prepares the case. The broker chooses the market, recommendation and action.

Current safeguards are manual-first. Quote Desk does not automatically submit, bind, accept, pay or recommend, and it does not exercise insurer authority.

Source-linked

Facts and terms remain traceable to the material used.

Gaps visible

Missing and uncertain information stays explicit.

Human approval

External action follows an authorised broker decision.

Private pilot

Discuss a controlled Quote Desk pilot.

Tell us about the quote workflow you want to improve. Pilot participation and scope are agreed together after a fit conversation.

Join the Quote Desk pilot