01
Training and competence records
Create and assign training on Consumer Duty, product knowledge and data protection, with quizzes and completion evidence.
InsightOS solutions
Insurance broker software for the people, training and processes behind every policy
InsightOS gives UK brokerages one workspace for team records, competence and compliance training, renewal processes, client tasks and internal communication, without replacing your broking platform.
Connected operations
01
Training and competence records
Create and assign training on Consumer Duty, product knowledge and data protection, with quizzes and completion evidence.
02
Renewal and claims processes
Repeatable processes with owners and deadlines so renewals and claims follow-ups are not missed.
03
Team records and availability
Staff files, holiday and absence, and attendance for office and hybrid teams.
One operating view
The operational gap
Brokers carry heavy training and conduct obligations with teams spread across desks and sites.
Your broking system handles policies and premiums. Evidence of staff competence, Consumer Duty training, renewal task ownership and who is covering a desk usually lives in spreadsheets and email.
InsightOS organises that operational layer: training records, repeatable renewal processes, task ownership, team chat and AI reports that show where work is backing up.
How InsightOS helps
Keep competence, renewals and team coordination in one system.
02
Renewal and claims processes
Repeatable processes with owners and deadlines so renewals and claims follow-ups are not missed.
03
Team records and availability
Staff files, holiday and absence, and attendance for office and hybrid teams.
04
Client tasks and communication
CRM, help desk for client queries, meeting scheduling with transcription and VAT invoicing for fees.
Common questions
Frequently asked questions
Is InsightOS a broking or policy administration system?
No. InsightOS manages your team, training, processes and client tasks. It complements your broking platform rather than replacing it.
Can we evidence staff training for the FCA?
Yes. Every assigned training document and quiz records completion with dates, giving you a clear record of competence activity.
Can we use it for hybrid teams?
Yes. Staff can clock in from home or the office, see their tasks and chat with the team from any device.
How much does InsightOS cost?
£50 per user per month, billed monthly with everything included. UK brokers get 1-month free trial for up to 10 users, no credit card required, then £50 per user per month, billed monthly.
Your next step
See whether one connected workspace is right for your team.
Explore InsightOS pricing or review where disconnected tools may be adding unnecessary software cost to your operation.