Insuredin
AI-powered document processing and client portal platform for insurance brokers
Overview
Insuredin is a document management and client engagement platform purpose-built for New Zealand insurance brokers. The platform uses artificial intelligence to automatically extract data from insurance policy documents with 90%+ accuracy, reducing manual administrative work by approximately 25 hours per month per broker. Brokers BCC documents to Insuredin; the AI extracts approximately 27 structured fields per risk item including client details, policy information, premiums, excess amounts, and risk specifics. The extracted data populates a fully customizable white-labeled client self-service portal.
The platform operates via simple email BCC integration requiring no changes to broker workflows. Insuredin provides both the document extraction engine and a PWA-based client portal accessible on any device. The company targets brokers of all sizes, from individual practitioners to enterprise operations. Built with progressive web app technology, the platform offers offline capability and responsive design across desktop and mobile devices.
Insuredin operates on a freemium-to-subscription model with three tiers starting at NZD 200/month. The company is bootstrapped and serves the New Zealand market exclusively, maintaining data residency in the ANZ region for regulatory compliance with local privacy and financial inclusion standards.
Products & Services
AI Document Extraction
Advanced artificial intelligence system that processes insurance policy documents with 90%+ accuracy. Extracts approximately 27 structured data fields per risk item including client information, policy details, premiums, excess amounts, and risk classifications. Features confidence scoring on extractions and batch processing capability.
Key Features
- 90%+ extraction accuracy
- 27+ fields per risk item
- Confidence scoring
- Batch document processing
- Support for multiple document formats
Target Users: Insurance brokers seeking to automate data entry and reduce administrative overhead
White-Labeled Client Portal
Fully customizable client-facing portal branded with the broker's own domain and visual identity. Delivered as a progressive web app (PWA) accessible on any device without installation. Includes policy viewing, document downloads, claims submission forms, and client self-service functionality.
Key Features
- Responsive PWA technology
- Custom domain branding
- Policy management interface
- Claims submission forms
- Offline capability
Target Users: Brokers and their clients seeking modern, device-agnostic policy management
Renewal & Payment Management
Automated reminder system for policy renewals and payments designed to improve client engagement and reduce missed renewal dates. Integrated with the client portal for streamlined communication.
Key Features
- Renewal reminders
- Payment notifications
- Client engagement analytics
- Customizable notification templates
Target Users: Brokers managing renewal workflows
Custom Claim Forms
Form builder enabling brokers to create customized claim submission forms tailored to their specific business requirements and underwriting workflows.
Key Features
- Drag-and-drop form builder
- Custom field types
- Pre-population from extracted data
- Multi-step workflows
Target Users: Brokers with specialized claim processes
Analytics & Reporting
Analytics dashboard providing insights into document processing volume, extraction quality, client engagement metrics, and operational efficiency (available on Professional and Enterprise tiers).
Key Features
- Processing volume analytics
- Extraction quality tracking
- Client engagement metrics
- Operational reporting
Target Users: Brokers and office managers monitoring operational efficiency
API Access & Integrations
RESTful API enabling direct integrations with third-party systems and policy management platforms (available on Professional and Enterprise tiers).
Key Features
- REST API
- Direct system connectors
- Webhook support
- Pre-built integrations
Target Users: Brokers with custom system architectures
At a Glance
- Headquarters
- Auckland, New Zealand
- Employees
- 1-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Document Management
- Subcategories
- AI document extraction Client portal Workflow automation
- Insurance Verticals
- P&C Life & Annuity
- Target Customers
- Brokers
Customers
- Insight by Steadfast (integration partnership)
- Folio (integration partnership)
- API-enabled policy management systems
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Last updated: 2026-06-14