For Principals & Firm Leaders

Your firm's compliance.
One screen.

Complete visibility across every broker, every analysis, and every compliance obligation — so nothing falls through the cracks.

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Firm Dashboard

Everything your AFSL demands. At a glance.

You're accountable for every broker and authorised representative under your AFSL. Insurance Advice gives you a consolidated view of firm-wide compliance status.

  • Firm-wide analysis activity — who's using the platform and who isn't
  • Compliance status across every broker and AR
  • Gaps surfaced before they become breaches
  • Board-ready compliance summaries in one click
Firm compliance snapshot
Analyses this month
142
↑ 23% vs last month
Active brokers
8/12
4 inactive this week
Open gaps
6
2 critical · 4 warning
Audit readiness
94%
7-year retention ✓
Team Oversight

Know what every broker is doing. And isn't.

See which brokers are consistently using the platform, which are skipping analysis steps, and where advice quality may be at risk.

  • Per-broker activity — analyses, comparisons, Ask IA usage
  • Flag brokers inactive for 14+ days
  • Review any broker's analysis output and audit trail
  • Consistent quality across junior and senior staff
Broker
Analyses
Last active
Status
J. Mitchell
34 this month
Today, 9:14 AM
Active
S. Chen
28 this month
Today, 8:45 AM
Active
K. Patel
12 this month
3 days ago
Low
R. Thompson
3 this month
16 days ago
Inactive
M. Williams
22 this month
Yesterday
Active

Immutable Audit Trail

Every action in an append-only log. Who did what, when, with which documents. Records can't be altered or deleted.

7-Year Retention

All artefacts, AI interactions, and compliance evidence retained for 7 years — aligned with ASIC Corporations Act obligations.

BID Evidence Pack

For every client, export a complete Best Interests Duty evidence pack — products investigated, gaps identified, rationale documented.

General Advice Guardrails

Every AI output constrained to general information. General Advice Warning appended automatically — no broker crosses into personal advice.

Breach Detection

AI flags potential compliance issues — missed gaps, unreviewed findings, inactive brokers — before they escalate into reportable breaches.

Board Reporting

Export firm-wide compliance summaries — analysis volumes, gap trends, broker activity, audit readiness. Formatted for board packs.

ASIC Readiness

When ASIC comes calling, you're ready.

Every analysis, comparison, and AI interaction is logged, timestamped, and retained — so your firm responds to surveillance reviews with evidence, not scrambling.

Advice Quality

Consistent quality. Every broker. Every time.

Your most experienced broker and your newest recruit both get the same depth of analysis. Insurance Advice ensures nothing gets missed regardless of who's doing the review.

  • Same structured process across the entire firm
  • Junior brokers can't miss what senior brokers would catch
  • Medium/Low confidence items route to review automatically
  • Reduces firm-wide E&O exposure systematically
Advice quality — firm average
Analyses completed
142
This month
Gaps flagged
38
6 critical
100% of analyses include source citations and audit trail
General Advice Warning appended to every AI output
Complimentary
1 seat
$0
Individual
1 seat
$298/mo
Corporate Popular
Up to 5
$2,988/mo
Enterprise
Flexible
Custom
Firm Licensing

One subscription. Your whole firm.

Insurance Advice scales from solo practitioners to large brokerages. Start free, upgrade when you're ready — no per-user fees, no surprise invoices.

  • Complimentary — 1 free analysis, no credit card
  • Individual — 25 analyses/mo, full features
  • Corporate — up to 5 seats, 100 pooled analyses/mo
  • Enterprise — unlimited, custom pricing
  • Annual billing saves 10%
Principal View

Everything your team does. Nothing hidden.

Aggregated compliance metrics, broker activity, gap trends, and the ability to drill into any individual analysis or audit trail.

  • Aggregated firm metrics — analyses, gaps, comparisons
  • Drill into any broker's individual analysis history
  • Export compliance packs per client, broker, or firm-wide
  • Trend reporting — are gap rates improving month over month?
Principal dashboard — Quick actions
Export ASIC audit pack
All artefacts for selected client
→
Review broker activity
Drill into individual analysis logs
→
Generate board report
Compliance summary for board pack
→
Contact

AI-powered insurance.
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We're here to answer your questions. We usually reply within one business day.

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Prefer email? Write to hello@insuranceadvice.app