Lead and CRM Pipeline
Track new enquiries, sales stages, source pages and follow-up ownership without exposing back-office complexity.
Features
A sharper platform story for insurance teams.
Present the Indemniti capability set clearly while keeping operational workflows behind the application boundary.
Product modules
Everything a modern brokerage needs to move work forward
Feature cards are managed in the CMS and ordered by the public sort order.
Client Master Profiles
Keep client, company, contact and document information organized around one brokerage-ready profile.
Quotes and Applications
Prepare structured quote and application journeys that move cleanly from lead to client record.
Product and Policy Management
Organize products, policy details and servicing context so brokerage teams can support clients consistently.
PDF Forms and Field Mapping
Map provider form fields once and use them to produce cleaner, pre-filled insurer paperwork.
Signature Overlay for Insurer PDFs
Upload already-filled insurer documents, place signature fields on the required page and send a secure signing link to the client.
Broker Mandates
Send individual or company mandate links and store signed mandates under the client profile.
Advice Records / Needs Analysis
Capture advice context and needs analysis notes alongside the client profile and supporting documents.
Claims and Servicing
Track servicing work, claims context and document readiness without losing the client history.
Communication, Tasks and Reminders
Coordinate email, SMS, WhatsApp click-to-chat, tasks, birthdays, renewals and missed premium reminders.
Reports and Analytics
See what is moving, stuck or overdue across leads, documents, claims and follow-ups.
Multi-tenant SaaS Controls
Support isolated broker workspaces, users, permissions and tenant settings for growing brokerage groups.
Document automation differentiator
Upload filled insurer PDF
Place signature fields
Send secure signing link
Store signed document
PDF Forms and Signature Overlay
Pre-filled PDF Signature Overlay for insurer paperwork
Upload already-filled insurer documents, place signature fields on the required page and send a secure signing link to the client. Signed documents are stored back under the client profile for cleaner servicing.
Book a demo
See Indemniti's feature set in context.
Walk through the product modules that matter most to your brokerage.