Stop fielding policy requests.
From a BCC’d PDF to a populated client portal in seconds. Your clients self-serve; you get your day back.
14-day free trial. No credit card. 30-day money-back guarantee.
No more schedule resends
Clients pull their own documents, 24/7.
Renewals without re-keying
Every policy detail extracted, never typed twice.
Built for NZ brokerages
Data hosted in the ANZ region; Privacy Act 2020 & CoFI ready.
Time back on renewals
Stop chasing schedules and re-keying data. AI captures every detail the moment a document lands in your inbox.
Onboarding without the slog
New account managers see every policy, every risk item, and every excess from day one.
Less admin, fewer escalations
Clients self-serve 24/7. Fewer phone calls, fewer rework loops, no extra admin headcount.
The hidden cost of
“Can you send me my policy schedule?”
Documents live in inboxes. Renewals get re-sent five times. 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 email to a fully populated client portal. No new tools to learn. No data entry.
Automatically BCC your email
Forward policy documents to your unique InsuredIn address. Just add it as BCC. Nothing else 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 on any device.
Why InsuredIn
Built for how NZ brokerages actually run.
Not the workflow software vendors think you have. The one you actually deal with every Monday morning.
AI Document Extraction
Advanced AI extracts every document at 90%+ accuracy: client info, policy details, premiums, excess, 27 fields per risk item. You 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?
What’s your filing
cabinet costing you?
Every policy document your team re-keys, refiles, or re-sends is time on the clock. Move the sliders to see your number.
ROI Calculator
Estimated value per year
$18,000
Illustrative ROI only. We’ll happily run a tailored estimate against your real client base on a 30-minute call.
Operational efficiency
Brokers spend hours every week filing, forwarding, and re-sending the same documents. InsuredIn ends that. AI extracts; your team approves.
Faster onboarding
New account managers ramp up in days, not months. Every policy, excess, and risk item is searchable from day one.
Better client experience
Clients self-serve documents, excess breakdowns, and renewal info 24/7 from a portal that looks like yours, not ours.
White-label, by default
Your brand,
your portal.
Your clients see your name, your logo, your colours, and your own domain at yourbrand.insuredin.app. InsuredIn quietly powers the engine behind the scenes so you stay the trusted advisor on every screen.
Built around your day.
Stop being a filing clerk. Forward a renewal once and every detail (premiums, excesses, risk items, sums insured) is captured, organised, and shared with the client automatically.
How does InsuredIn compare?
Built for the way NZ brokerages actually run, not the way software vendors think you do.
| InsuredIn | Generic CRMs | Legacy broker software | Email + spreadsheets | |
|---|---|---|---|---|
| Primary job | Client portal + AI document extraction | Sales & contact tracking | Policy administration | Ad-hoc document storage |
| AI document extraction | ||||
| White-labelled client portal | ||||
| Built for NZ brokers | ||||
| Setup time | Same day | Weeks | Months | N/A |
| Best for | Modern NZ brokerages | Sales-led teams | Large legacy operations | Solo operators |
InsuredIn isn’t a replacement for your policy management system. It works alongside Insight by Steadfast, Folio, or any API-enabled platform — syncing by client number to give your clients the self-service portal those systems don’t offer.
Ready to get time back?
Bring a real client and a real renewal. We'll map the impact to your environment in 30 minutes.
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.
Frequently asked questions.
Everything brokers ask before they say yes.
Ready to get time back?
Book a 30-minute demo. See your branded portal with your own policy data.