Insight runs the policy. HubSpot runs the conversation.
HubSpot to Insight Broking integration for Australian insurance brokerages. Policy and client sync, renewal automation, ticket triage across motor, home, landlords, commercial, farm and motorcycle. Built for a boutique broker on a five-seat Sales Hub Pro deployment.
The constraint that shapes the design
Insight is the regulated system of record. HubSpot cannot be.
Insight Broking enforces a data model the insurance industry effectively requires. Compliance, audit, claims, trust accounting and the renewal lifecycle all assume it is authoritative. Any integration that tries to make HubSpot a competing source of truth eventually loses an argument with the broker’s compliance officer (and they will be right to win it).
So we do not replicate the Insight data model into HubSpot. We mirror a deliberately narrow set of fields HubSpot needs to run the sales, renewal and ticket workflow, and we keep the rest behind Insight’s native controls. The audit trail of what synced and when is reviewable. The compliance officer is in the design conversation early.
The phrase "Insight Broking HubSpot integration" can mean a dozen different things depending on which direction the data flows, which objects are involved, and where the source of truth sits. The architecture that survives a compliance review almost always looks like the one above: Insight Broking authoritative, HubSpot mirrored, audit trail intact, scope tight.
Stays in Insight Broking
- Full policy detail and history
- Claims data and reserves
- Trust accounting and premium funding
- Regulated PII outside sales scope
- Compliance and audit records
Mirrored to HubSpot
- Client name, primary contact, primary phone
- Policy number, class of risk, status
- Renewal date and renewal-tier triggers
- Broker of record
- Sufficient fields to run a renewal conversation
Case study (anonymised)
A boutique broker. Five seats. Six lines of business.
The brokerage was already running Insight Broking and had taken HubSpot Sales Hub Pro with the intention of running renewals, ticket triage and client correspondence in one place. The gap was the integration. Without it, every renewal cycle meant a broker keying policy details into HubSpot for the conversation, then keying changes back into Insight at the end.
We delivered in two phases. Phase 1 was a one-way Insight to HubSpot sync of clients, policies and renewal dates, with HubSpot tickets auto-created per renewal class. Phase 2 (planned, gated on Phase 1 stability) is bi-directional writeback of HubSpot conversation outcomes into Insight Broking policy notes.
In production
- Phase 1 one-way sync. Clients, policies and renewal dates land in HubSpot automatically.
- Class-of-risk ticket pipelines. Motor, home, landlords, commercial, farm and motorcycle each with their own template and routing.
- Renewal triggers. 90-, 60- and 30-day workflow with broker assignment by policy class.
- Sync health dashboard. Failed-sync alerts, manual reconciliation tools, audit log of every sync event.
- Phase 2 planned. Bi-directional writeback once Phase 1 has earned its trust.
How it’s built
AWS Lambda. The Insight Broking integration interface. HubSpot API. Audit trail by default.
The runtime is AWS Lambda with the HubSpot API and the Insight Broking integration interface. Infrastructure is defined in AWS CDK so the whole stack is reviewable. Every sync event is logged with the source record ID, target record ID, timestamp and outcome. The broker can answer "what synced when, and what failed" at any point.
The client owns the code, the AWS account and the documentation at handover. The brokerage can add a new line of business (the integration is configuration-driven for class-of-risk) without us.
Running Insight and HubSpot side-by-side?
Thirty minutes on a call. We will tell you whether to start with a Phase 1 one-way sync, or whether your data model needs work before the integration is worth building.
Book a discovery callOr back to the Integrations hub · Tom Leyden · tom.leyden@redyellowblue.com.au · +61 413 432 185