Multi-tenant by design
A brokerage and the administrator recruiting it share one platform, never see one another's clients.
For insurance brokerages
Lead capture, needs analysis, quotes, e-signed policy activation and claims — one platform for a brokerage and the administrators who support it, with FAIS and POPIA record-keeping built in from the start rather than bolted on after the fact.
New to Insurio? Ask your brokerage or administrator for access.
A brokerage and the administrator recruiting it share one platform, never see one another's clients.
A real record of advice behind every recommendation, not a checkbox bolted on afterward.
Automated 30- and 7-day reminders fire on their own, off each policy's real renewal date.