InsuraimThe Intelligent Business OS
for Insurance Brokerages & Wealth Advisors
A unified operating and data foundation for brokerage firms and advisory teams.
Why do you need a dedicated Insurance Business Operating System?
Reconstruct the daily routine of insurance advisors with digital means, liberating professional value from tedious administrative tasks.
Break Down Data Silos
Client data, policies, renewals, commissions, and service records are centrally managed to reduce duplication and information gaps.
Give Time Back to Advisors
Renewal reminders, task workflows, document collection, and follow-up coordination are automated to reduce administrative workload.
Manage Teams with Data
New business, renewals, pipeline conversion, and pending tasks are visible in real time, enabling data-driven management actions.
Security & Compliance Built-in
Access controls, audit logs, data traceability, and encryption are built in to support organizational governance and regulatory review.
Three-Layer Decoupled Business Operating Architecture
A Unified Business Operating System
Decoupling management insights, business modules, and data foundation into separate layers while supporting daily operations and meeting team scalability and long-term governance requirements.
Insights & Governance Layer
Unified management of business insights, organizational permissions, and key operational records
Business Operations Layer
Covering clients, proposals, policies, renewals, and daily business processes
Data & Integration Foundation
Unified data structure supporting import/export and system integration
8 Core Modules for Complete Brokerage Operations
Modular coverage from prospecting, proposals, and signing to renewals.
Insights & Governance
Real-time team insights
Quotation & Proposal
Multi-plan comparison
Client & Relationships
Full lifecycle management
Policy & Renewals
Digital policy tracking
Commission & Clearing
Traceable & split-ready
Growth & Marketing
Campaign management
Workflow & Tasks
Calendar & task sync
Data & Integration
Import/Export & API
From Prospecting to Renewal: A Seamless Journey
Acquisition & Events
Plan online/offline events, content marketing, and referrals.
Leads & Appointments
Record lead info and quickly schedule the first meeting.
FNA & Proposals
Generate multiple solutions based on FNA information.
Signing & Policy Entry
Unified management of policy info synchronized with the system.
Renewal & Review
Auto-reminders for renewals and initiating policy review campaigns.
Management & Decision
Data accumulation with instant access to team performance.
Who is Insuraim for?
Brokerage Management
- Unified data management
- Visualized team performance
- Digital transformation & compliance
IFA / Professional Advisory Teams
- Focus on professional service
- High standards for data privacy
- Efficient collaboration tools
Agency Leaders / Sales Heads
- Unified sales process
- Faster onboarding for new hires
- Reduce orphan policy risks
Security & Compliance
The Starting Point, Not an Afterthought
We know trust is the cornerstone of the financial industry. Therefore, we built Insuraim according to bank-grade security standards.
Explore Our Security PracticesEquip Your Team with Their Own Business OS Today
Whether you are a starting professional team or a scaled brokerage, Insuraim can be implemented in phases according to your current status.