AI-powered client portal for NZ insurance brokers

BCC your policy emails. AI extracts the details. Clients see their documents instantly in a branded portal. No data entry required.

14-day free trial. No credit card required.

Everything you need to modernise your brokerage

From email BCC to client self-service, InsuredIn handles the heavy lifting so you can focus on relationships.

BCC your documents inbox when emailing insurers. Attachments are automatically captured and matched to the right client.

AI reads your policy schedules, invoices, and certificates, extracting key details with confidence scores for your review.

Your brand, your colours, your logo. Clients see your branded portal at a memorable URL like yourbrand.insuredin.app.

Clients access policies, download certificates, and submit claims 24/7. Reduces phone calls and email back-and-forth.

Built for NZ brokers with GST handling, NZ phone formats, Privacy Act 2020 compliance, and local insurer recognition.

Manage multiple branches under one company. Control who sees what with role-based access and branch-level data isolation.

Three steps to a modern client experience

Add your InsuredIn email address as BCC when sending policy documents to insurers or clients.

AI reads the documents, extracts policy details, and matches them to the right client. You just review and approve.

Approved documents appear in your branded client portal. Clients can view policies and download documents anytime.

Start with a 14-day free trial. No credit card required.

$49/mo + GST

For small brokerages getting started

$99/mo + GST

For growing brokerages

$199/mo + GST

For large broker networks