Insuraim Workspace

Insuraim Workspace

Insurance CRM & Workflow

1 ratings
2 reviews
Free

Details

  • Released
  • Updated
  • August 6, 2026
  • October 3, 2026

Features

Insuraim Workspace screenshot #1 for iPhone
Insuraim Workspace screenshot #2 for iPhone
Insuraim Workspace screenshot #3 for iPhone
Insuraim Workspace screenshot #4 for iPhone
Insuraim Workspace screenshot #5 for iPhone
Insuraim Workspace screenshot #6 for iPhone
Insuraim Workspace screenshot #7 for iPhone
Insuraim Workspace screenshot #8 for iPhone
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About

This business workspace app helps insurance professionals manage client relationships, track follow-ups, and streamline application workflows. It provides access to product information, proposal tools, and team collaboration features for a structured operational environment.

✓Client and household management
✓Follow-up and schedule tracking
✓Insurance product information
✓Proposal and calculation tools
✓Application workflow management
✓Role-based team access
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What's New in Insuraim Workspace

1.0.6

October 3, 2026

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

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User reviews

界面整洁干净,保险代理人上手很快

帮朋友新做的产品做了一些基础产品测试。我不是保险从业者,业务专不专业我不评价,但作为日常工具来说体验很顺:新建、搜索、分类都符合直觉,不用看教程;加载也快,手机上不卡。具体功能建议看从业者的评论。

刚上线就很实用,期待越做越好

作为保险顾问,日常要频繁查保司资料,这个助手帮我把信息集中到一处,问一句就能查,响应挺快,省了不少来回翻找的功夫。最让我放心的是它不瞎编——查不到就直说,涉及评级、汇率这类还会提醒。产品目前还在早期,功能不算全,但方向对、底子稳,能感觉到是在认真做工具而不是堆宣传。

Developer apps

FAQ

What is Insuraim Workspace used for?

Insuraim Workspace is a mobile business tool designed for insurance brokerages, advisors, and operations teams. It helps manage client records, track follow-ups, access product information, create proposals, and streamline application processes.

Is Insuraim Workspace free to use?

Yes, Insuraim Workspace is available for free. Accounts and features are provided and configured by the user's organization.

What devices does Insuraim Workspace support?

Insuraim Workspace is available on iPhone and iPod devices.

How often is Insuraim Workspace updated?

The latest version, 1.0.5, was released on September 18, 2026. Updates are provided by the developer, Subaio Limited, to ensure the app functions correctly.

Does Insuraim Workspace offer team collaboration features?

Yes, organizations can configure role-based access for team members. Users can utilize schedules, messages, personal files, and knowledge resources to maintain consistent work practices.

Can I get insurance advice from Insuraim Workspace?

No, Insuraim Workspace is business management software and does not provide insurance, investment, legal, or tax advice. Users are responsible for adhering to regulations and professional judgment.

What is the age rating for Insuraim Workspace?

Insuraim Workspace has an age rating of 4+, making it suitable for a wide range of users.

How does Insuraim Workspace handle client data?

The app allows for maintaining client details, tags, household members, and follow-up history. Authorized team members can access this information to understand client relationships.