Tell us how you operate
MGA, retail agency, wholesale broker or specialty programme. This single answer changes the language, the records and the pipeline you get.
For MGAs, agencies and brokers
Your insurance CRM, built in under a minute.
Answer a few questions about how your agency operates and i23 builds the CRM around it, live. Then it helps you run the customer lifecycle — reading, understanding, preparing and proposing, while a person stays in control of every consequential decision.
i23 never quotes, binds, endorses, cancels or decides a claim. Those go to a licensed person, every time.
The 60-second build
Most CRMs hand you an empty shell. i23 hands you your agency.
Setup is not a checklist you work through for a fortnight. It is four questions and a build sequence you watch happen.
Describe your business
Lines of business, the markets you place with, your team size and the way work moves through your shop.
Review the blueprint
See exactly what will be created before anything is built: entities, pipeline stages, carriers and operating rules.
Watch it build
Your workspace, records, pipelines and carrier directory are constructed live, then you land in a CRM that already looks like your agency.
i23CRM · Dashboard
Illustrative interface. Your workspace is built from your own answers.
Your day
It does not just store the work. It helps you get through it.
i23 opens on an operating desk rather than a record list: what needs doing, what is at risk, and what it is proposing to help with.
Today's work
- What is due now
- What is slipping
- Who owns it
- Why it matters
- One click into the record
Next up
- Prioritised, not alphabetical
- Renewals approaching
- Unanswered customers
- Stalled submissions
- Overdue follow-ups
The approval inbox
- Everything i23 proposes
- Grounds and evidence shown
- Approve, edit or reject
- Nothing runs unapproved
- Every decision recorded
Live in the product
Governed AI, in plain words.
i23 reads what comes in, works out who it is from, understands what is being asked, prepares the work, and proposes it. A person approves. Then, and only then, it acts — and the whole chain is recorded.
- Message arrives
- Who is this
- What do they want
- Prepare the work
- Human approves
- Act and record
It says what it knows
Confidence is a word, not a percentage: confirmed, likely, uncertain, or not found. If it cannot identify a sender, it asks rather than guesses.
It shows its grounds
Every proposal carries the records and messages it was built from. Nothing is asserted without evidence stored in your workspace.
It can be switched down
Choose how much autonomy i23 has, from proposal-only to assisted. Consequential work stays with a person at every level.
The boundary
The most important list on this website is what i23 will never do.
Insurance has licensed work in it. An AI that quietly performs licensed work is a liability, not a feature. i23 recognises that work, prepares everything around it, and hands it to a person.
- Quote or rate a risk
- Bind or issue a binder
- Endorse or amend a policy
- Cancel or non-renew
- Decide or reserve a claim
- Advise on coverage
- Confirm a payment
- Send a message you never approved
01
Signal surfaced
The platform highlights relevant information.
02
Human review
Your team applies judgment and expertise.
03
Approved action
The record updates with a clear audit trail.
Business Brain
It learns your agency, and you can correct it.
The Brain is a governed memory of how your business actually works, built only from evidence in your workspace. Ask it a question and it answers from what it can prove, or tells you it cannot.
It remembers
- How your agency actually works
- Who handles what
- Rules you have stated
- Preferences per account
- Corrections you have made
It notices
- Follow-ups leaking
- Requests left unresolved
- Workload piling on one person
- Renewal risk building
- The same question asked twice
You outrank it
- Correct anything it inferred
- A human correction sticks
- Provenance on every memory
- No evidence, no answer
- It says when it does not know
Customer operations
Every conversation, attached to the customer it belongs to.
Website forms, live chat and relayed email or messaging arrive in one place. i23 works out who sent it, links it to the record, and keeps the thread whole.
Message in01
Identity resolved02
Customer 36003
Follow-up04
Recorded05
The lifecycle
Insurance-native records, not a renamed sales pipeline.
Submissions, carriers and appetite, quotes, policies, renewals and claims are first-class records that reference each other, so the history behind an account is always one click away.
- Prospect
- Submission
- Market
- Quote
- Bind
- Policy
- Renewal
- Claims
Bring your book
Your existing book, moved in without hand keying.
Upload CSV or Excel. i23 maps your columns, shows you exactly what it will create, update, skip or reject — and writes nothing until you say so.
- Column mapping suggested automatically
- Full preview before anything is written
- Duplicates inside the file identified by row
- Bad rows explained one by one, not rejected in bulk
- Undo removes only what an import created
Upload01
Map02
Preview03
Confirm04
Undo05
Built for a team
Roles, seats, and training built into the product.
Bring the whole shop in without an implementation project. Everyone learns the platform inside the platform.
Roles that mean something
Each role shows exactly what it can see and do before you send the invite.
- Owner
- Admin
- Manager
- Agent
- Viewer
Permissions enforced server side
Permission checks live in the database and on the server, not in the interface.
- Read and write records
- Send communications
- Manage the pipeline
- Manage settings and members
Interactive training
New staff are walked through the screens they will actually use.
- Guided tours per role
- Practice with demo data
- Progress tracked per person
- Available from day one
Trust
Isolation, audit, and a product that tells you the truth.
Your data is separated at the database level, not by an application filter. Every change is recorded. And where the system does not know something, it says unknown rather than guessing.
- Row-level isolation per workspace
- Server-side authorisation on every write
- Cross-workspace references rejected
- Audit trail on record changes
- Full audit of every AI action
- Approvals expire rather than linger
- Honest delivery states, never assumed
- No customer content in platform logs
Why i23CRM
Not another generic CRM with an AI button.
A generic CRM with AI
- An empty database you configure for weeks
- Leads, deals and a sales pipeline
- A chat box bolted on the side
- Confident answers with no evidence
- No idea what is licensed work
i23CRM
- A working CRM in under a minute
- Submissions, markets, policies, renewals, claims
- AI in the workflow, under approval
- Every answer grounded in your own records
- Licensed work recognised and routed to a person
Your agency has a specific operating model. Your CRM should arrive already knowing it.