Never let a renewal slip through the cracks.
Quotes in your inbox, policies in a spreadsheet, claims documents in email threads, and renewals you only remember when the client calls. ZiplineOS puts your whole book — new business, renewals, and claims — on one platform that reminds you before the client has to.
For general and risk insurance brokers who live and die by their renewal calendar and their reputation for service.
A missed renewal is a lost client.
In broking, the money is in the book. But the book is only as good as the systems tracking it — and most brokers are tracking it in their heads.
Renewals depend on memory
A spreadsheet with expiry dates only works if someone reads it. Miss one and you've handed a client to whoever remembered to call.
Claims turn into email archaeology
When a client claims, the fact-find, the policy schedule, and the correspondence are scattered across inboxes and drives. Every claim starts with a search.
Quotes never become a process
New business runs on individual effort, not a pipeline. There's no shared view of what's quoted, what's bound, and what's gone quiet.
Records that won't stand up
Needs analysis, disclosure, and advice notes live wherever the broker put them. When compliance asks, reconstructing the file is a day's work.
Your book, working for you.
ZiplineOS speaks your language — policies, renewals, and claims, not "deals" and "tickets" — and automates the follow-up that keeps the book intact.
Renewals that chase themselves.
Build the follow-up once — 60, 30, and 7 days out — and every policy renews on time, without a reminder in your calendar or a client having to call.
Everything a broking business runs on, in one book.
Deploy what you need now, add more as the book grows. Every module shares the same client and policy record.
Client & policy records
CRM module
A single view of every client, policy, and interaction, with ABN Lookup built in for commercial clients.
Renewal automation
Broadcast module
Multi-step journeys that chase renewals and re-engage lapsed clients automatically — the safety net under your book.
Fact-finds & claims portal
Collect module
Branded, password-free portals for cover fact-finds and claims document collection, straight to the right record.
New-business pipeline
Input module
A visual board for quotes and renewals so nothing quoted ever quietly disappears.
Advice & disclosure records
Compliance module
Evidence needs analysis, disclosure, and advice against every client, monitored by a configurable rule set.
Book & renewal reporting
Telemetry module
Live dashboards on retention, renewal rates, and new business — see the health of the book at a glance.
A book that renews itself.
Hours back every week
Stop re-keying the same client details across five systems. Capture once, and it flows through every part of the process.
Compliance you can evidence
Enforced steps, file notes, and a full audit trail on every file — so when someone asks who did what and when, you have the answer in seconds.
Your clients' data stays in Australia
Client records, documents, and financials are hosted on Google Cloud in Sydney — built for the Privacy Act and Australian data-sovereignty expectations.
One platform, not twelve tabs
CRM, document collection, workflows, compliance, and reporting share the same data. No connectors, no overnight syncs, no copy-paste.
Questions from Insurance Brokers
Protect your book with a system that remembers.
ZiplineOS is live. Get started today and run new business, renewals, and claims on one connected platform — hosted in Australia.
From $129/month · no credit card to start
Rolling out across a larger team? Talk to our team.