About Insuraim
Built from brokerage frontline practice—serving brokerages and advisory teams across lead generation, proposals, policies, renewals, and reconciliation—building a business OS and data foundation for insurance & wealth services.
Vision & Mission
Empower insurance and wealth professionals with innovative technology, elevating service and trust, and shaping a more inclusive and efficient financial future.
Build an integrated, professional digital platform that empowers advisors to grow efficiently, elevate client experience, and continuously advance service standards across the industry.
Who We Serve
Brokerages & IFA Firms
Unify client and policy data, streamline commission reconciliation, and digitize operations with controlled access.
Elite Advisor Teams (MDRT / TOT)
Turn best practices into repeatable, collaborative, and trackable client servicing.
Team & Regional Leaders
Improve onboarding and retention, reduce orphaned-case risk, and gain clearer operational visibility.
Our Product Philosophy
Workflow-first, not feature-first
Designed around end-to-end workflows that matter most: outreach, proposals, servicing, renewals, and reconciliation.
Security & governance by design
Access control, data boundaries, and traceability are built in from day one—so collaboration scales with control.
Built to evolve
Insurance is the starting point. The same data model and workflow engine can extend to broader wealth and asset servicing over time.