Channels, DMs, @mentions, and in-browser WebRTC audio/video calls with screen sharing — all inside Insurstein. Plus per-client discussion threads so conversations stay next to the records they reference.
Active Channels
7
+1
Messages Today
142
+28
Team Online
6/8
Active
Unread Mentions
3
New
What it is
A real-time messaging system inside your AMS — channels, DMs, @mentions, WebRTC audio/video calls with screen sharing, image lightbox, and per-client discussion threads. No context-switching to Slack or Teams; conversations stay next to the records they reference.
When your team discusses a client in Slack but works on the account in your AMS, they're constantly copying policy numbers, switching tabs, and re-explaining context. Important decisions get buried in chat threads not linked to any client file. Six months later, nobody can find the conversation where a coverage decision was made.
Insurstein's team chat goes beyond messaging. In-browser WebRTC calls — audio, video, and screen sharing — launch without leaving the app. Per-client discussion threads on the client Overview tab let your team @mention teammates about a specific account, with autocomplete sourced from your agency's user list. Every conversation stays next to the record it's about.
Core capabilities
Departmental channels with inline image previews — click any image to open a full-screen lightbox with zoom.
Set up channels like #commercial-lines, #claims-team, or #new-business for different teams. Send JPG, PNG, GIF, or WebP images — they render as inline thumbnails in the message bubble. Click any image to open a full-screen lightbox with Zoom In (+25%), Zoom Out (−25%), Reset, and Download controls. PDFs and other file types show a file card with a download button.
One-on-one and group DMs with profile photo avatars. Click your own name to open a private self-DM notepad.
DMs work one-on-one or in small groups. Profile photos (or initials fallback) appear on every message bubble, in the DM list, in the channel header, and in call overlays. Your own name appears first in the DM list — click it to open a private channel with yourself. Use the self-DM as a personal notepad, draft staging area, or link and reminder store.
@Mention teammates in any channel or directly on a client/lead record — autocomplete sourced from agency users.
In channels and DMs, @mention any team member for an instant notification with a link back to the message. On any client or lead Overview tab, a Discussion card lets your team start @mention-based threads about that specific record — without leaving the client page. Autocomplete pulls from your agency's user list and day-stamps message groups for readability.
In-browser audio and video calls launched from chat — no app, no plugin, 30-second ring timeout.
Start an audio or video call directly from a DM or channel. An incoming call banner with Accept/Decline appears for every team member. Callers hear ringing (not silence) while waiting. Calls time out after 30 seconds with a voicemail fallback if nobody answers. TURN server credentials are fetched server-side per session — never exposed in the browser bundle.
Share your screen during any call. Group calls support multiple team members simultaneously.
During an audio or video call, share your screen to walk a teammate through a policy review, a carrier portal, or a claims update. Group calls let multiple team members join simultaneously. Signaling, presence, and media relay are handled server-side via secure TURN credentials — the API key is never exposed in the browser.
Messages, unread counts, and read state sync instantly across desktop and mobile with push notifications.
Messages sent on desktop appear instantly on mobile, and vice versa. Push notifications alert you to @mentions and new DMs when you're away from your desk. Presence indicators (online dots) show who's available in the DM list. Full team chat parity is available on the iOS and Android apps.
What they don't do
Eliminate the need for a separate chat tool — your team messages live inside the system they already use all day.
Stop sending emails to coworkers sitting ten feet away. Chat is faster, more natural, and keeps history in one place.
Capture decisions in chat instead of losing them to verbal exchanges that nobody documents.
Replace physical notes with @mentions that reach the right person instantly, with a record that persists.
Keep work communication in a professional, searchable system instead of personal text threads.
Eliminate per-user chat tool subscriptions — team messaging is included in Insurstein at no extra cost.
What it takes off your plate
Messages are delivered instantly using live connections — no refreshing or polling required.
Routes @mention notifications to the right person on web and mobile via push notifications, with a link back to the exact message.
Fetches short-lived WebRTC TURN credentials server-side per session — the API key is never exposed in the browser bundle.
Detects image file types (JPG/PNG/GIF/WebP) and renders them as inline thumbnails with a full-screen lightbox viewer, not plain file cards.
Stores all messages, images, and file attachments securely so conversations are available for search, compliance, and E&O documentation.
Maintains online/offline status per user and displays green presence dots in the DM list and call overlays in real time.
A day in the life
8:15 AM
Scroll through #general and #commercial-lines. Sarah posted a photo of the signed application for Lakewood — it renders as an inline thumbnail. Click it to open the lightbox, zoom in, and download.
9:45 AM
DM James Thornton about the Summit GL policy. He replies in 30 seconds — his profile photo appears on the message bubble. Question answered without leaving the AMS.
11:00 AM
Open the Coastal Dining client record. Use the Discussion card on the Overview tab to @mention Maria about the renewal — autocomplete finds her instantly. The thread stays on the client record, no channel needed.
1:00 PM
Maria calls from the DM — the incoming call banner slides in with Accept/Decline. Accept, then she shares her screen to walk through the loss run comparison. All in-browser, no Zoom link needed.
4:00 PM
Before logging off, click your own name in the DM list and drop tomorrow's priority accounts into the self-DM. It's there when you open the app in the morning — a personal notepad that lives in chat.
Daily impact
Messages Sent
Response Time
Records Linked
Channels Active
Channels, DMs, @mentions, WebRTC audio/video calls, screen sharing, image lightbox, self-DM notepad, and per-client discussion threads — all inside Insurstein.