Stop fielding policy requests.
BCC the policy documents you already send. AI reads them, you approve, and your client sees them in your branded portal. You get your day back.
Pricing and a 30-day free trial on your demo call.
No more schedule resends
Clients find their own documents, 24/7.
Renewals without retyping
AI reads the policy details for you.
Built for NZ brokerages
Data stored in Australia (Sydney). Designed around the NZ Privacy Act 2020.
Time back on renewals
Stop chasing schedules and retyping data. AI reads the details as soon as you BCC a document.
Onboarding without the slog
New account managers see every policy, insured item and excess from day one.
Less admin, fewer calls
Clients help themselves 24/7. Fewer phone calls and follow-ups, without hiring more admin staff.
The hidden cost of
“Can you send me my policy schedule?”
Documents live in inboxes. The same schedule gets re-sent again and again. New staff take months to find their feet. You became a broker to build relationships, not to be a filing clerk.
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.
How it works
One workflow across every policy.
Three steps from the email you already send to your client’s portal. No retyping.
BCC your InsuredIn address
Keep emailing policy documents to clients as usual. Just add your InsuredIn address as a BCC.
AI reads the documents
Client details, policy information, premiums, excesses and insured items are filled in for you, usually within a couple of minutes. Anything it’s unsure about is flagged for you to check.
You approve, your client sees it
Once you approve, documents appear in your branded portal straight away. Clients view their policies and download documents 24/7 on any device.
Why InsuredIn
Built for how NZ brokerages actually run.
It works with the emails you already send, so your team keeps working the way it does now.
AI Document Reading
AI reads each policy PDF and fills in the client, policy, premiums, excesses and each vehicle or property on it. You check it and approve.
Client Self-Service
Clients view their policies, download the documents you’ve sent, and start a claim through your claim form. You focus on relationships, not admin.
White-Label Portal
Your brand, your clients’ trust. Your logo, your colours, and a web address like yourbrand.insuredin.app.
Privacy & Security
Data stored in Australia, each brokerage walled off from the others, and key actions logged. Designed to help you meet the NZ Privacy Act 2020.
Auto Reminders
Optional emails remind your clients before renewals and invoice due dates.
Ready to give your clients a better experience?
What’s your filing
cabinet costing you?
Every policy document your team retypes, refiles, or re-sends is time on the clock. Move the sliders to see your number.
ROI Calculator
Estimated value per year
$18,000
These are example numbers, so change them to match your office. We’re happy to work through your real numbers on a 30-minute call.
Operational efficiency
Brokers spend hours every week filing, forwarding, and re-sending the same documents. InsuredIn cuts that down: AI reads the documents, your team approves.
Faster onboarding
New account managers get up to speed faster, with every client’s policies, excesses and insured items in one place from day one.
Better client experience
Clients self-serve documents, excess breakdowns, and renewal info 24/7 from a portal with your own branding.
White-label, by default
Your brand,
your portal.
Your clients see your name, your logo and your colours at a web address like yourbrand.insuredin.app. Your brand leads the portal and your client emails, so you stay the trusted adviser.
Built around your day.
Stop being a filing clerk. BCC a renewal once and the details (premiums, excesses, insured items, sums insured) are read and organised for you. Approve it and your client can see it.
How does InsuredIn compare?
Compared with keeping policy documents in email and spreadsheets.
| InsuredIn | Email + spreadsheets | |
|---|---|---|
| Primary job | Client portal + AI document reading | Storing documents wherever they land |
| Policy details typed in by hand | No, AI reads them and you approve | Yes |
| Clients find their own documents 24/7 | ||
| Your branded client portal | ||
| Every client’s policies and documents in one place |
InsuredIn doesn’t replace your broking system. Keep using INSIGHT or whatever you use now. Just BCC the documents you already send, and InsuredIn uses the client number on your invoice to file each one against the right client.
Ready to get time back?
Bring a real client and a real renewal. In 30 minutes we'll show you how it works on your documents.
Frequently asked questions.
Everything brokers ask before they say yes.
Who's behind InsuredIn
I'm Igor Shadoff. I built InsuredIn in Auckland and I run it. I'm an enterprise architect and I've worked on the technology side of NZ insurance broking. If you've got a question, you'll be talking to me.
Client data is stored in Australia (Sydney), including when our AI reads a document. Nothing reaches your client until you approve it.
Every policy document in InsuredIn is a copy of one you already have. The originals stay in your own mailbox and broking system.
You can cancel any time. If you leave, just ask us for a copy of your data.
InsuredIn is operated by IVS Digital Limited, a New Zealand company.
Ready to get time back?
Book a 30-minute demo. See your branded portal with your own policy data.