It's like having a compliance manager in your office.
About ii-A
ii-A is leading insurance brokerage in Sydney, established by industry specialists in early 2006. ii-A deliver the latest product and service innovations ranging from personal to business-related insurance.
Use case: Compliance Platform
Key takeaways
- Compliance confidence: ii-A moved from reactive, manual tracking to a streamlined, always-on platform.
- Fast team adoption: Even staff usually resistant to new tools embraced the system quickly.
"Curium has taken away the anxiety and guesswork"
The challenge: Manual compliance, ongoing costs, and growing risks
Before Curium, compliance at ii-A was handled manually. Founder Polina Kesov relied on a combination of Outlook calendar reminders, regular compliance training events, and sometimes even external legal advice to ensure obligations were being met.
The frustrating part was the ongoing cost of training, events, and document requirements. And the constant challenge of staying across everything.
The patchwork approach wasn’t scalable, and it came with stress and mounting risks. The tipping point came after client conversations and experiences with Authorised Representatives revealed the need for a stronger and reliable compliance system.
The solution: ‘Compliance in a Box’ with Curium
Polina found the answer in Curium, a platform she describes as “compliance in a box.”
Onboarding was quick and frictionless, and the platform made compliance feel less like a burden and more like a natural part of daily operations.
“What I value most is how easy it is for staff to use,” says Polina.
The system allowed Polina to stay across what was happening at all times – even when she wasn’t in the office. It allows her to focus on my clients, knowing that compliance is being taken care of properly in the background.
“Curium has taken away the anxiety and guesswork that often comes with compliance – it’s integrated into our processes in a way that feels natural and efficient.”
The system allowed Polina to stay across what was happening at all times – even when she wasn’t in the office. It allows her to focus on my clients, knowing that compliance is being taken care of properly in the background.
The results: A stronger culture, clearer roles, and built-in confidence
Even early in their Curium journey, ii-A has seen meaningful changes across the business:
Compliance is now front of mind.
Staff talk about it daily, not because they have to, but because it’s become part of how they operate. Checking obligations, documenting advice, and supporting each other has become second nature.
Roles and responsibilities are crystal clear.
Polina’s team no longer second-guesses what to do when compliance-related situations arise. They know how to log incidents, escalate issues, and document client conversations, confidently and consistently.
A rare win in software adoption.
Even team members who usually resist new tools embraced Curium, simply because it makes their work smoother and more structured.
“It’s genuinely helpful, straightforward to use, and my team actually likes it.”
What would Polina tell other brokers?
“Don’t overthink it—you need this system,” Polina says.
“It saves a lot of frustration and cost. It’s like having a compliance manager in your office.”