IMDS — Assurance Intelligence
iAssure

Insurance broking 2.0

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

₹1.38 Cr

+18.6% YoY

NP

₹9.87 Cr

+18.6% YoY

NOP

23,456

+18.6% YoY

FTDMTDYTD
Revenue1,97,53135,18,5181,38,27,160
NP12,34,5672,34,56,7899,87,65,432
NOP1232,34523,456
YoY PerformanceFY23 – FY27
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 Pvt. Ltd.

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.

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