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.
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
Here’s what you get back
Sound familiar?
Your day shouldn’t look like this
You became a broker to build relationships, not to be a document 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
Three steps to a modern client experience
Automatically 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.
Simple, transparent pricing
The average NZ broker spends $1,000+/month on document admin. InsuredIn pays for itself from day one.
30-day money-back 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.
HOW IT ACTUALLY WORKS
From email to client portal in three steps
01.
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.
02.
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.
03.
Clients 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.
This is slowing you down
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.
Client Self-Service
Clients help themselves — view policies, download certificates, submit claims. You focus on relationships, not admin.
White-Label Portal
Your brand, your domain, your clients’ trust. Custom colours, logo, and a memorable URL like yourbrand.insuredin.app.
NZ Compliance
Built for Privacy Act 2020, CoFI, and NZ insurance regulations from day one.
Auto Reminders
Never miss a renewal or outstanding payment.
Ready to give your clients a better experience?
FAQ's
Everything you need to know about InsuredIn.