Your clients’ insurance.
Always accessible.
Email your policy documents. AI extracts the details.
Your clients see them instantly in their branded portal.
14-day free trial. No credit card required. 30-day money-back guarantee.
$12,000+
saved per year on admin
10+ hrs
saved per month, per broker
5 min
to set up your portal
SOUND FAMILIAR?
Your day shouldn’t look like this
9:14 AM
‘Hi, can you send me my policy schedule? I need it for the bank.’
— Client #3 this week
11:30 AM
‘What’s my excess on the contents policy again? I can’t find the email you sent.’
— While you’re in a meeting
2:45 PM
‘I just renewed 12 clients. Now I need to file every document, update every record, and email every schedule.’
— Every. Single. Week.
You became a broker to build relationships, not to be a document filing clerk.
InsuredIn saves you $1,000+/month in admin time. That’s time back with your clients.
How it works
Three steps to a modern client experience
BCC your email
Forward policy documents to your unique InsuredIn address. Just add it as BCC — nothing changes about your workflow.
AI extracts everything
Client details, policy information, excess, risk items, premiums — extracted automatically in seconds with confidence scores.
Clients see it instantly
Approved documents appear in your branded portal. Clients view their policies, download documents, and help themselves — 24/7, any device.
HOW IT ACTUALLY WORKS
From email to client portal in three steps
BCC your InsuredIn address
When you email a policy schedule, renewal, or certificate to your client — just add your unique InsuredIn address as BCC. Nothing changes about your workflow. No new software to learn. No tabs to switch.
AI reads and extracts everything
Our AI (powered by Claude) reads each document and pulls out 27+ fields per risk item — client details, policy numbers, premiums, excesses, cover sections. Each field gets a confidence score. You just review and approve.
90%+ extraction accuracyClients see it instantly in their portal
Approved documents appear in your white-labelled client portal — yourbrand.insuredin.app. Clients view policies, download certificates, check excess breakdowns, and track renewals. 24/7, any device. No app download required.
Works on any device — no app neededBUILT FOR
Designed for every type of NZ broker
Whether you’re a sole operator or a nationwide network, InsuredIn scales with your business.
Solo Brokers
Give your clients a premium digital experience without the enterprise price tag. Set up in minutes, not months.
Multi-Branch Brokerages
Centralised document processing across branches. Unified branding, consistent client experience, one dashboard.
Broker Networks
White-label portals for each member. SSO, API access, and custom integrations for your entire network.
Everything you need to modernise your brokerage
From email BCC to client self-service — InsuredIn handles the heavy lifting.
AI Document Extraction
Every document extracted with 90%+ accuracy. Client info, policy details, premiums, excess, risk items — 27 fields per risk item. You just review and approve.
90%+ AccuracyWhite-Label Portal
Your brand, your domain, your clients’ trust. Custom colours, logo, and a memorable URL like yourbrand.insuredin.app.
Email Inbox
Review, approve, and organise all incoming documents in one place.
NZ Compliance
Built for Privacy Act 2020, CoFI, and NZ insurance regulations from day one.
Client Self-Service
Clients help themselves — view policies, download certificates, submit claims. You focus on relationships, not admin.
Auto Reminders
Never miss a renewal or outstanding payment.
Why brokers switch from legacy platforms to InsuredIn
5-minute setup
vs 2-4 weeks
AI-native extraction
vs manual data entry and basic OCR tools
24/7 client self-service
vs clients calling you for every document
From $200/mo
vs $3,450/project or $6,850/mo with competitors
CLIENT PORTAL
No more ‘can you send me my policy schedule?’ phone calls.
Your clients get their own branded portal with everything they need — active policies, premium summaries, expiring alerts, risk item details, excess breakdowns, and downloadable documents. Available 24/7 on any device.
- Dashboard with active policies at a glance
- Policy detail with risk items and excess breakdown
- Document downloads — certificates, schedules, invoices
- Multi-entity support for clients with multiple businesses
AI-POWERED
Not just storage. Intelligence.
Most broker portals are glorified file cabinets. InsuredIn reads your documents, extracts structured data, and gives you confidence scores on every field.
BEFORE
Messy email attachments
PDF files buried in email threads. Manual data entry. No structure. Hours spent filing documents and answering client queries.
AFTER
Structured extracted data
Clean fields, values, and confidence scores. Client info, policy details, premiums, excess — all extracted automatically.
27
fields per risk item
NZ Insurers
recognised automatically
Per-field
confidence scores
$12k+
saved per year on admin
90%+
AI extraction accuracy
10+ hrs
saved per month, per broker
5 min
to set up your portal
‘We used to get 15+ calls a week asking for policy schedules. Now clients just log in. My team reclaimed an entire day each week.’
Sarah M. — Broker, Auckland
3 staff, 200+ clients
‘I BCC’d my first renewal email on Monday. By Tuesday, my client could see every detail in their portal. I actually laughed — it was that easy.’
James T. — Director, Wellington
Solo broker, 80 clients
‘The AI got the excess breakdown right on a complex commercial policy. That used to take me 20 minutes of manual entry per document.’
Rachel K. — Senior Broker, Christchurch
5 staff, 400+ clients
Simple, transparent pricing
The average NZ broker spends $1,000+/month on document admin. InsuredIn pays for itself from day one.
Starter
For individual brokers getting started
- Email BCC processing
- AI document extraction
- Client portal
- White-label branding
- Custom claim forms
- Up to 100 documents/month
Professional
For branches that need more power
- Everything in Starter
- Priority email processing
- Advanced analytics
- API access
- Dedicated support
- Up to 500 documents/month
Enterprise
For large brokerages and networks
- Everything in Professional
- Unlimited branches
- SSO (Single Sign-On)
- Brokerage database connector
- Custom integrations
- SLA guarantee
Try InsuredIn risk-free. If it doesn't save you time in the first 30 days, we'll refund every cent. No questions asked.
Frequently asked questions
You BCC your InsuredIn email address when sending policy documents. Our AI (powered by Claude) reads each document and extracts structured data — client details, policy information, premiums, excess amounts, and risk items. Each extracted field includes a confidence score so you know exactly what needs your review. You approve the extraction, and the data appears in your client’s portal.
Absolutely. InsuredIn uses bank-grade encryption (AES-256) for data at rest and TLS 1.3 in transit. We’re built on Supabase (PostgreSQL) with row-level security, and all document storage uses Cloudflare R2 with signed URLs. We comply with the NZ Privacy Act 2020 and maintain a full audit trail on every action.
No. The client portal is a progressive web app (PWA) that works in any modern browser on any device. Clients simply visit your branded URL (e.g., yourbrand.insuredin.app) and log in. They can optionally add it to their home screen for an app-like experience.
InsuredIn is designed to complement your existing broker management system, not replace it. While direct integrations are on our roadmap, you can use InsuredIn alongside any BMS. The Professional tier includes API access for custom integrations.
Most brokers are up and running in under 5 minutes. You create an account, upload your logo and brand colours, invite your team, and start BCCing your InsuredIn email address. Client invitations can be sent immediately.
Your 14-day free trial includes full Professional features. After the trial, you choose a plan that fits your needs. All your data, documents, and client accounts are preserved — nothing is lost. If you decide InsuredIn isn’t right for you, we’ll export your data at no charge.
Coming soon: even more intelligence
Early adopters get priority access to new features.
Ready to give your clients a better experience?
Join NZ brokers who are modernising their client experience with AI.