Streamline your insurance onboarding process. Learn more
Provide more quotes, Issue more policies.
Create customizable checklists for company information, insurance details, fleet records, and driver documentation. Your leads upload everything directly to your broker dashboard.
Everything you need
Effortless onboarding in two steps
Create your own checklist or customize our 22-item template for your brokerage, send it to clients, and track progress in real-time. No more phone tag, scattered documents, or email chains.
- Customizable checklists
- Our 22-item template covers everything, or create your own custom checklist tailored to your brokerage needs.
- Client portal upload
- Clients upload documents directly to their secure portal. No more email attachments or lost files.
- Follow up made easy
- Send email and SMS messages directly from the app. Keep all client communications in one place.
- Cloud storage & bank-level security
- All documents securely stored in AWS S3 with SOC 2 compliance, encryption, and automatic backups.
- Automated reminders
- Set up automatic follow-up reminders for incomplete submissions. Never let a lead go cold.
Pricing
Simple, transparent pricing
One price, all features. No hidden fees or surprises.
Professional
$29/month
Everything you need to Issue more policies.
- Unlimited shareable onboarding links
- Unlimited document uploads
- Email & SMS inbox
- Client management
- Team collaboration
- Secure document storage
7-day free trial • No credit card required