Insuraim Workspace

Insurance CRM & Workflow

Only for iPhone

Free · In‑App Purchases · Designed for iPhone. Not verified for macOS.

iPhone

Insuraim Workspace is a mobile business workspace for insurance brokerages, advisors, and operations teams. It works alongside the Insuraim web workspace to bring client and household records, follow-ups, insurance product information, proposals, and application workflows into one structured environment. CLIENTS AND HOUSEHOLDS Maintain client details, tags, household members, follow-up history, and related documents, so authorized team members can understand the context behind every relationship. FOLLOW-UPS AND SCHEDULES View today’s, upcoming, and overdue items, record outcomes, and plan the next action without losing track of important client commitments. PRODUCT INFORMATION Review insurer and product information, save frequently used products, and compare supported products within the same category. PROPOSALS AND CALCULATION TOOLS Create and monitor proposal tasks for supported products, and use premium or benefit calculation tools enabled by your organization. APPLICATION WORKFLOWS Create appointments, maintain applicant, insured, and beneficiary details, upload documents, and follow each application through its configured stages. TEAM ACCESS AND WORKING FILES Organizations can configure role-based access. Team members can use schedules, messages, personal files, and knowledge resources to keep work consistent. Insuraim Workspace is intended for authorized insurance brokerages, advisors, and their operations teams. Accounts and features are provided and configured by the user’s organization. Product content and tools may vary by organization and region. Important: Insuraim Workspace is business management and collaboration software. It is not an insurer, does not underwrite policies, and does not provide personal insurance, investment, legal, or tax advice. Users remain responsible for applying relevant regulations, organizational policies, and professional judgment. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

1.Introduced monthly membership subscriptions 2.Fixed known issues 3.Refactored parts of the UI

Version 1.0.6

The developer, Subaio Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
Subaio Limited
Size
70.7 MB
Category
Business
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English and 2 more
  • English, Simplified Chinese, Traditional Chinese
Age Rating
4+
In-App Purchases
Yes
Copyright
© 2026 Insuraim Limited
  • Developer Website
  • Privacy Policy

    • More by Subaio Limited

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