Leads arrive from different channels with little context.
Insurance brokerage SaaS
The operating system for modern insurance brokerages.
Manage leads, clients, policies, provider forms, signatures, claims and communication from one secure SaaS workspace.
The problem
Why brokerages need a cleaner operating layer
Scattered leads, duplicated forms, manual signatures and disconnected client records slow teams down. Indemniti gives brokerages one secure workspace to control the public journey and prepare the operational handoff.
Provider forms and mandates are retyped more than once.
Signed documents and client records are hard to track.
Indemniti
Core platform for brokerage operations
A focused SaaS foundation for the work brokerages repeat every day.
Leads
Capture demo and pricing interest with source context and status readiness.
Clients
Keep client records structured for the workflows that follow.
Quotes and Applications
Prepare clean quote and application journeys without public self-registration.
PDF Automation
Support provider forms and insurer PDFs with pre-filled document logic.
Signatures and Mandates
Track mandates and signature readiness with document-first cues.
Claims and Reports
Surface what is moving, stuck or overdue for brokerage teams.
Insurer PDF pack
Pre-filled field
Signature overlay
Provider form intake
Pre-filled insurer PDFs
Signature overlay
Signed document storage
Document automation
Document automation without the paperwork drag
Indemniti is designed around provider forms, pre-filled insurer PDFs, signature overlays and signed document storage, so teams can move from enquiry to completed pack with less repetition.
Multi-tenant SaaS
Built as multi-tenant SaaS from the start
Isolated broker workspaces, user access, permissions and tenant settings give growing teams a cleaner path from public enquiry to controlled internal operations.
Isolated broker workspaces
Role-aware users and permissions
Tenant-level settings for each brokerage
Communication
Communication and reminders that keep work visible
Brokerages need more than one inbox. Indemniti positions email, SMS, WhatsApp click-to-chat, birthdays, renewals and missed premium reminders as part of a connected client rhythm.
Email and SMS touchpoints
WhatsApp click-to-chat
Birthdays, renewals and missed premiums
Reports
Know what is moving, stuck or overdue
Reports help brokerage leaders see where leads, documents, claims and client follow-ups need attention before work slips through the cracks.
Moving: active opportunities and documents
Stuck: unsigned mandates and incomplete forms
Overdue: renewals, premiums and follow-ups
Book a demo
Ready to modernise your brokerage workflow?
Book a focused demo and see how Indemniti can become the operating system for your brokerage.