From first hello to bound policy, in one connected pipeline.
Centralised lead, quote and policy lifecycle management, with leads moving through pipeline stages digitally. CRM for contacts, leads and relationships.

AGENTIC AI · INSURANCE OPERATING SYSTEM
One platform for the entire broker workflow — connecting agents, operations, and leadership from lead to renewal, with AI handling the work and humans in control.
PLATFORM
Centralised lead, quote and policy lifecycle management, with leads moving through pipeline stages digitally. CRM for contacts, leads and relationships.

AI-assisted quotes matched to customer preferences across each insurer's product range, every option compared side by side.

Guided upload checklist either way. OCR extracts Emirates ID, visas, passports and MER, cutting validation time. Digital MAF process for health insurance.

Direct, API-ready integration with insurer - every package arrives portal-ready.

Policy and commission management with a configuration panel your operations team controls. Nothing tracked manually.

Purpose-built views per role. Audit trail and review queue cut Ops back-and-forth.

END-TO-END JOURNEY
Lead in. Policy out. The agent never leaves InsureLiv - agentic AI quotes your whole panel, documents are collected once, and every package arrives portal-validated.
Agent-entered or inbound web form. Member details and coverage needs captured once.
Multi-insurer quotes generated instantly from a single input across your panel.
Client reviews plans side by side. A guided checklist collects every document.
Package validated and formatted, ready for any insurer portal.
VOICES FROM THE FIELD
“Our renewal rates improved because we're not missing follow-ups anymore. InsureLiv keeps every policy and client on our radar.”
BOOK A DEMO
Tell us about your brokerage. We’ll prepare a 30-minute working session on the live retail health flow, using sample data from your own book.