Imds — Assurance Intelligence
iAssure

Insurance broking 2.0 · Insurance broker software

Institutionalise advisory. Scale business.

Improve organisation-wide collaboration and give leadership a live view of the business — connecting every function into a single source of truth.

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Management Dashboard

Real-time business intelligence

Live
Revenue

₹1.42 Cr

+14.8% YoY

NP

₹10.36 Cr

+11.2% YoY

NOP

18,642

+8.7% YoY

FTDMTDYTD
Revenue1,84,25028,76,4001,42,18,600
NP13,42,8002,08,64,50010,36,28,400
NOP941,87618,642
YoY PerformanceFY23 – FY26
The Shift

From traditional broker to a digital broking enterprise

As broking businesses grow, spreadsheets, emails and generic legacy systems create operational chaos instead of supporting growth. iAssure replaces fragmented processes with a collaborative operating environment.

Traditional Operations
With iAssure

Teams work in silos

Teams operate as one organisational unit

Information spread across emails and spreadsheets

Single source of truth of the organisation

Advisory knowledge remains with individuals

Institutionalised advisory through structured processes

Manual coordination between teams

Seamless online collaboration across tasks

Delayed MIS and reporting

Real-time business critical insights

Growth increases operational chaos

Growth supported by scalable architecture

The Cost

The cost of manual operations

Excel, emails and legacy systems don't just reduce efficiency — they create business risks that become more significant as organisations grow.

Productivity Loss

Teams spend valuable time coordinating across departments and managing manual processes instead of focusing on customers and growth.

Opportunity Loss

Delayed responses and fragmented communication result in slower turnaround times, missed opportunities and inconsistent customer experiences.

Obscured Business Intelligence

Without a single source of truth, the leadership relies on delayed reports rather than real-time business insights necessary for timely business critical decisions.

Slower Business Growth

As volumes, teams and customers grow, operational complexity outpaces capability, making sustainable growth harder.

Compliance & Governance Risks

Running operations through spreadsheets and emails makes it hard to maintain audit trails and meet regulatory expectations.

Inconsistent Customer Experience

Email/excel handoffs and manual follow-ups lead to uneven service, slower responses and reduced client trust over time.

Collaborative Operating Environment

How iAssure connects your teams

Every function contributes to a single source of truth. By connecting employees, workflows and information, organisations gain complete visibility, stronger governance and greater control.

  • Sales — Create/Float automated RFQs | Share QCRs | Convert Business
  • Placement — Review/Float RFQs | Update Insurer Quotes | Share QCRs | Place business
  • Operations — Book Policies/Endorsements | Prepare Invoice
  • Claims — Register, track and manage claim processes
  • Finance — Raise Invoice/Credit Notes | Manage Receivables/Payables
  • Customers — Receive Quotes, Policies, Endorsements, Renewal Intimations 
  • MISP / POSP — Receive Statements | Submit Invoice | Receive Payment Advices 
  • Administrator — Users/Masters Management, Product Configurations
Sales & Servicing
Placement
Operations
Claims
Finance
Customer
MISP / POSP
System Administrator

Single
Source
of Truth

Capabilities

Built for driving business, not data storage

Generic systems record transactions and generate reports. iAssure enables teams to collaborate through structured workflows, shared information to achieve business objectives.

Sales & Advisory Management

Placement & Policy Lifecycle Management

Receivables & Payables Management

MIS, Analytics & Decision Support

Claims & Post-Sale Servicing

Compliance, Audit & Governance

Key Outcomes

iAssure transforms a traditional broker into a digital age broking enterprise.

Higher Team Productivity

Eliminate manual coordination as teams spend more time retaining and acquiring customers and growing the business.

Faster Response & Better Win Rates

Accurate system driven advisory, accelerated quote turnaround times, improved QCRs, policy servicing and customer communication drives faster responses and better conversion rates.

Stronger Governance & Audit Readiness

Standardise processes with built-in approvals, audit trails and role-based access to support compliance and reduce operational risk.

Real-Time Business Insights

Gives leadership a live view of performance across sales, placement, operations, claims and finance through a single source of truth.

Scalable Business Growth

Support increasing business volumes, new teams and expanding operations without adding process complexity.

Consistent Customer Experience

Deliver reliable service across every customer interaction with connected workflows, faster response times and standardised execution.

Customer Success

Trusted by industry leaders to scale their business

From a large established broking house having pan India operations to fast growing mid-size broking company, have trusted iAssure for scaling their business to the next level.

Industry Leader

Legacy Core → iAssure: Large-Scale Migration for a Top Indian Insurance & Reinsurance Broker

K. M. Dastur Insurance & Reinsurance Brokers Pvt. Ltd.

A large-scale migration from a generic legacy core system to iAssure, executed through a phased, parallel approach to ensure zero business disruption.

Business Outcomes

  • Unified core platform replacing fragmented tools
  • Improved operational visibility across functions
  • Granular MIS and analytics for leadership
  • Reduced dependency on individuals
  • Stronger governance and audit readiness
Fast-Growing Broker

Manual processes > iAssure: Digitised Business Processes for a Fast-Growing Insurance Broker

Novo Insurance Broking Services Private Limited

iAssure helped Novo replace manual workflows and disconnected tools with a unified digital operating platform, enabling structured growth without added complexity.

Business Outcomes

  • Unified system replacing spreadsheets and emails
  • Standardised workflows across teams
  • Real-time business insights
  • Reduced operational errors and rework
  • A platform that scales with volume
FAQs

Frequently asked questions

Everything you need to know about how iAssure works, secures your data and scales with your broking business.

iAssure is built for insurance brokers and corporate agents who want a single, insurance-native platform to run sales, placement, operations, claims, finance, compliance, and leadership reporting.

Legacy systems are ops-centric and focus on data entry and periodic MIS. iAssure is organisation-centric—it enables collaboration across teams and provides leadership with real-time visibility and control.

Yes. iAssure is designed to eliminate spreadsheet trackers and email hand-offs by converting them into structured workflows, ownership, and real-time status visibility.

It means advisory knowledge belongs to the organisation, not individuals. iAssure captures structured risk data, recommendations, rationale, and outcomes—creating a reusable advisory memory that stays even when people change.

Machine Learning in iAssure augments advisor judgement by surfacing patterns, comparable risks, and historical outcomes. It supports consistency and insight—it does not replace human decision-making.

Yes. Leadership can see real-time visibility across sales, placement, service, claims, operations, and finance, helping identify bottlenecks early—without micromanagement.

iAssure enables structured collaboration between sales and placement and integrates non-sales teams into the same workflow, giving everyone a shared operating view.

iAssure offers granular, drill-down analytics across insurers, clients, LOBs, branches, teams, revenue, receivables, and execution performance—at both summary and transaction levels.

Yes. iAssure generates IRDAI-mandated reports on the fly from the same live data that drives your business insights, so there is nothing to compile before a filing.

iAssure uses role- and hierarchy-based access and restricts bulk downloads for users. Data exports are admin-controlled, ensuring data stays with the organisation—not individuals.

No. By default, bulk data downloads are restricted. Export permissions are centrally controlled by admins to reduce data leakage and theft risk.

Yes. iAssure maintains audit trails for critical actions, approvals, and changes, supporting governance, internal audits, and compliance requirements.

Compliance is embedded through structured workflows, approvals, access controls, and traceability, reducing reliance on manual enforcement and post-fact audits.

Yes. iAssure supports API-based integrations with communication tools, accounting systems, insurer portals, and other enterprise systems. Integration scope is defined during discovery.

iAssure can be deployed on servers managed by you or on servers managed by Imds, in line with your IT and security policies.

iAssure follows enterprise-grade backup and recovery practices, including automated backups and controlled access. Backup and retention policies are aligned during implementation.

Imds migrates your data from your legacy system or spreadsheets directly into iAssure through its migration pipeline, with validation and reconciliation, without a drawn-out, phased project.

Yes. iAssure supports structured migration from Excel and legacy systems, with validation and reconciliation to ensure clean, trusted data.

Because data moves straight into iAssure through the migration pipeline, your teams can start working on the platform without a long transition period.

iAssure is built for scale through structured workflows, controlled access, and optimised reporting, with performance aligned to transaction volume and usage patterns.

Yes. iAssure is used by enterprise-scale brokers and mid-size growth organisations, offering the same control, security, and collaboration benefits at different scales.
Still have questions? Talk to us

Ready to build a more connected insurance broking business?

Discover how iAssure helps brokers simplify complexity, strengthen collaboration and scale operations with confidence.

Request a Demo