Features Overview
Insuraim brings core workflows, data, and collaboration into a single operating platform, helping teams work more efficiently and consistently.
System Architecture Overview
A three-layer business operating platform with governance, modular core systems, and a unified data layer.
Hover over modules to view details
Insights & Governance Dashboard
See the health of teams and channels at a glance.
Key KPIs at a Glance
New business, premium, renewals, commissions, and pendings in one view.
Channel & Team Analytics
Break down performance by product, channel, advisor, and more.
Funnel & Trends
Track conversion from lead to issuance and trends over time.
Access & Account Management
Centrally manage executive, ops, and advisor accounts and permissions.
Quotation & Proposal System
An advisor workspace for multi‑carrier planning and side‑by‑side comparisons.
Multi‑Carrier Plan Assembly
Present proposals from different insurers in a unified comparison view.
Scenario‑Based Templates
Built‑in templates for individual, family, and business cases—customizable by team.
Comparison Summary
Summarize premium structure, coverage scope, and key differences for easy explanation.
Branded Output
Add logo, brand colors, and contact details to generate standard PDF proposals.
Customer Relationship Management
A lightweight CRM centered on clients and households.
Client & Household View
Connect family members and their policies into a complete household profile.
Tags & Segmentation
Tag by source, preference, risk level, and more for refined management.
Interactions & Task Log
Record calls, meetings, and online conversations—then prompt next steps.
Advisor Workspace
A personal dashboard for an advisor's clients, tasks, and daily schedule.
Policy Management System
Digitized tracking across the full policy lifecycle.
Full Policy Lifecycle
View in‑force, renewal, endorsement, and lapsed statuses in one place.
Bulk Import & Archiving
Import policies in bulk and automatically link them to clients and advisors.
Renewal Alerts
Automatically highlight policies nearing expiry or requiring review.
Policy Review Report
Generate a client policy overview to support annual reviews and follow‑ups.
Commission & Clearing System
Turn insurer commission statements into a reconcilable, traceable settlement workflow.
Automated Commission Calculation
Import insurer statements and allocate commissions by team, advisor, and product.
Split Rules Engine
Configure multi‑level splits for complex incentive and commission structures.
Reconciliation & Exception Detection
Compare expected vs. received commissions and flag under/over/mis‑payments and exceptions.
Finance Reconciliation Reports
Generate detailed settlement reports for export and audit traceability.
Growth & Marketing Engine
A content and campaign engine that improves advisor productivity.
Comparison Posters
Turn proposals into shareable visuals for social and client conversations in one click.
Content Template Library
Educational, seasonal, and case‑based templates to speed up production.
Campaign & Event Tracking
Record seminars/events and attendee engagement to generate follow‑up leads.
Performance Analytics
Track engagement by campaign and segment to guide marketing actions.
Calendar & Action System
A one‑stop task center for issuance, reviews, and underwriting pendings.
Appointments & Meeting Scheduling
Schedule presentations, reviews, and signing meetings—and and sync with calendars.
Pending List
Centralize underwriting requirements, medical reports, and financial documents.
Stage‑Based Workflow Tasks
Auto‑generate tasks by business stage and assign owners.
Automated Reminders
Notify relevant advisors and ops for timely follow‑ups.
Integration & Data System
Keep client, policy, and commission data flowing smoothly across the platform.
Standard Import & Export
Batch import and validate clients, policies, and commissions via Excel/CSV.
Multi‑Carrier Field Mapping
Configure mapping rules once to recognize different statement formats.
Data Consistency Maintenance
Keep CRM, PMS, and CCS data synchronized across modules.
Integration‑Ready Design
Prepared for future connections to insurer portals, channel platforms, or internal systems.
Embedded AI to Assist High-Effort Workflows
AI assistance embedded into existing workflows to improve organization, communication, and follow-up efficiency.
Assists in summarizing multi-plan comparisons and highlighting key differences based on proposal structure and product information. Generates clear, easy-to-explain presentation copy as a draft.
Assists in organizing key information based on follow-up records, communication notes, and user-entered meeting points. Generates next-step follow-up suggestion drafts.
Assists in generating personalized communication scripts and social content drafts based on client tags, scenarios, and content templates. Designed for client outreach and content publishing workflows.