Independent agents & agencies
Collect details once. Prepare more submissions to explore coverage and pricing for your clients.
FOR INSURANCE AGENTS & AGENCIESStop retyping.
Stop retyping.
AI does the work.
You close more deals.
Your AI intake and submission workspace. Prepare more submissions, compare better coverage options, and spend less time on paperwork.
Create my branded AI intakeSee an example intakePreview without an accountFirst 10 submissions free
No payment details required.
More time for the conversation.
Old policyCommercial insuranceYour existing coverage
Existing applicationYour branded intake
Your agency. Your brand.
Illustrative page previewLet’s find your coverage.
Drop your documents hereACORD forms · Old policies · RequirementsOr enter your details manually
Start my requestFAMILIAR CARRIERS. ONE SIMPLER WORKFLOW.
The carriers you know. Less paperwork in between.
State Farm, Allstate, Travelers and more. Start with the policies and documents your clients already have.
Carrier logos identify document examples, not customers, endorsements or direct carrier integrations.
BUILT AROUND THE WAY YOU WORKYour clients. Your carriers.
Your clients. Your carriers.
Your unfair advantage.
For independent agencies, carrier-affiliated agents and wholesale teams. More time finding the right coverage. Less dead time between steps.
Carrier-affiliated agents
Give your book of business a branded front door and keep requests, documents and follow-up together.
Wholesalers & growing teams
Keep agency handoffs organized, assign the next step and move reviewed submissions forward.
FROM YOUR WEBSITE TO YOUR NEXT CLIENT
Your page, in three simple steps.
Drop in your website.
AI brings in the details it can find. You can also enter them yourself.
See it. Make it yours.
Review your brand and try your own intake before it goes live.
Publish. Start collecting.
Confirm your work email, share your page, and start with 10 free submissions.
FROM DOCUMENTS TO YOUR NEXT DEALOne set of details.
One set of details.
A head start on every submission.
Turn existing policies and applications into proposed answers and supported ACORD drafts. Review what AI finds, then take the next step.
- Reuse the information you already have.
- Find missing details before they slow you down.
- Your team keeps the final review.
THE COMPLETE FLOWFrom documents to a reviewed draft
- 1
Drop in your documents
Current policyPrior applicationOr enter the client’s details once.
- 2
AI extracts the details
- Named insured
- Cedar Craft Demo LLC
- Business address
- 100 Example Way, Albany, NY 12201
Proposed answers, with sources for you to verify.
- 3
AI prepares supported ACORD drafts
Verified details reused across mapped forms.
Actual generated samples · Unsigned page 1 excerpts, not for submission.
- 4
You review. You stay in control.
Check answers and missing details. Nothing is sent automatically.
Static overview · All four steps shown
Sample only, not a live upload. ACORD names and artwork belong to ACORD.
THE ENTIRE ACCOUNT. ONE CONNECTED WORKSPACE.More than a form.
More than a form.
Your brokerage’s command center.
Give every submission, conversation and follow-up a home. Connect the people doing the work with the clients and partners waiting on it.
One place to move every account forward.
Applications, source documents, internal notes, customer conversations and next steps stay with the account. See who owns the work and what needs attention.
Explore the product tourEvery request has a next step
Cedar Craft Demo LLCAssigned to producerApplication review
Example Property GroupExposure update neededRenewal preparation
Sample Fleet ServicesNew documents receivedCustomer conversation
Access follows your team’s permissions.
Ask. Type. Talk.
A simple AI assistant for your team and customers, with text chat and live voice.
Keep renewals moving.
Review upcoming renewals, reuse client details and make the next action clear.
The right access.
Keep client records private and give each teammate permissions for their role.
Explore roles & permissionsCHROME EXTENSION PILOTLess retyping.
Less retyping.
Even inside carrier portals.
Take reviewed client details from your hub into supported carrier-portal fields. Our Chrome extension keeps answers, sources and documents beside the application you’re completing.
Need help along the way? Open voice or text help in a compact Hub companion, or jump straight to your intake builder and examples.
Download Chrome extensionExplore the workflowIllustrative preview · Fictional client and portal
Example carrier portal
ILLUSTRATIVE CARRIER APPLICATION
Business details
- Business name
- Not filled in this preview yet
- Business phone
- Not filled in this preview yet
- City
- Not filled in this preview yet
Carrier-specific underwriting questionLeft for your review
No login, submission or binding by the extension.
Start with the client you already know.
Choose the client and approved application in your hub. A licensed reviewer prepares the answers and documents for one carrier portal.
A pilot, not a universal carrier integration. Setup and portal-specific testing are required. There is no automatic login, and the extension never submits or binds coverage.
Compatibility & pilot setup
This is an unpacked Chrome extension pilot, not a Chrome Web Store listing or carrier certification. Installation may require your browser administrator. Real-carrier compatibility and installed-extension behavior still need validation before rollout.
Standard inputs and supported native fields can be filled after review. Unsupported widgets and embedded forms use the answer library or manual entry. Download individual documents or a ZIP and attach them manually when needed; unzip unless the carrier accepts ZIPs. Check uploaded files and all answers before submitting yourself.
Your brokerageBusiness · Personal · About
YOUR WEBSITE. YOUR RELATIONSHIPS.Protection for
what comes next.
Your trusted team. A simpler way to get started.
YOUR PAGE. YOUR WEBSITE. YOUR CHOICE.One intake.
One intake.
Two ways to share it.
Give clients a simple “Get a quote” button that opens your branded request page, or put the form directly on your website. They can share a policy or tell you what they need. Every request arrives in your team’s workspace.
No website? Your page is ready to share.
Use your hosted landing page with your logo, photo and contact details. Or embed just the form on the website you already have.
BUILT FOR THE ACCOUNTS YOU WRITE
Coverage for the clients you serve.
Prepare the core application once. Reuse confirmed business details across the coverage sections your account needs.
General liability
ACORD 125 · 126 + contractor supplemental when applicable
Commercial property
ACORD 125 · 140
Commercial auto & fleets
ACORD 125 · 127 · 129
Workers’ compensation
ACORD 125 · 130
Umbrella & excess
ACORD 125 · 126 · 131 + applicable supplemental
Explore ACORD forms & custom templates
START WITH MAPPED SUBMISSION TEMPLATES
Core ACORD applications, ready for your workflow.
ACORD has hundreds of forms across applications, certificates, schedules and servicing. Start with our mapped commercial templates, then scope the additional forms your brokerage uses.
Prepared field maps · Agency approval requiredCommercial Insurance Application
Applicant, business details and prior insurance
Commercial General Liability
Liability exposures and coverage details
Business Auto
Drivers, vehicles and commercial auto details
Vehicle Schedule
Additional vehicles and fleet information
Workers Compensation Application
Locations, employees and payroll classifications
Umbrella / Excess Liability
Underlying coverage and excess liability details
Property Section
Buildings, premises and business property
Contractor Supplemental
Contractor operations and additional underwriting questions
Prepared templates and field maps require agency approval for production use. Your team verifies the edition, state requirements and carrier acceptance.
YOUR AGENCY. YOUR QUESTIONS. YOUR FORMS.
Show us your formsBring your custom intake and supplemental forms.
Create and publish company questionnaires, request documents, and collect private customer responses in your Forms workspace. Authorized agency, carrier and specialty PDFs can also be mapped as destinations for confirmed answers.
Company questionnaires are not signed carrier applications. Custom PDF templates still need setup, field mapping and review before automatic population.
Capture more than commercial applications.
Branded intake also collects these coverage inquiries. Their carrier-specific application packages are configured separately.
CyberProfessional liabilityHomePersonal autoRentersLife
LESS PAPERWORK. MORE POTENTIAL.How much more
How much more
could you make?
Compare manual processing with AI-assisted preparation and review. See the value of the staff time you could get back, after software costs.
per month
PROJECTED SOFTWARE ROI531%
Includes $99/month in software and the cost of human review.
+$6,312potential annual efficiency gain
Compared with manual staff processing.Includes $99/month in software and the cost of human review.
Adjust assumptions
min / submission
min / submission
- Manual processing / year
- $15,000
- AI + human review + software / year
- $8,688
Annual efficiency gain = manual staff cost − AI-assisted staff cost − software cost. ROI = annual efficiency gain ÷ annual software cost × 100. ROI subtracts software costs and includes human review. Sales commissions are not added, so the same saved hour is never counted twice.
Cost basis: Pro at $99/month includes 50 submissions. Each additional submission costs $3, including its supporting files, with approved usage. The one-time 10-submission free allowance is not repeated each month or included in this ongoing Pro estimate. Setup and other business expenses are excluded; this is not total business ROI.
Illustrative comparison, not measured performance or guaranteed profit. Recovered staff time becomes cash savings only if costs fall; otherwise it is capacity your team can put toward more business. Assumes 12 identical months.
START FREE. GROW AT YOUR PACE.Your first step.
Your first step.
On us.
Create your branded intake with your AI guide. See it, try it, and start collecting client requests.
FREE
$0to get started
10 live submissions total
- Your branded intake page and workspace
- Guided setup by voice or your AI assistant
- Unlimited preview tests
- No card. No automatic upgrade.
After 10 live submissions, additional processing pauses until you approve a paid plan or usage arrangement. Your saved work stays available.
PRO · MONTHLY + USAGE
$99/ month
50 submissions each month
- Everything in Free
- AI document extraction and source review
- Supported application draft preparation
Above the allowance: $3 per additional submission, with an approved usage arrangement.
Get Pro with our teamHow usage works
Start on the Free plan: $0, a branded intake page, workspace and 10 live submissions total, with no card required. Upgrade when ready to Pro at $99/month, including 50 submissions per billing month. A submission is one client application request and its supporting source documents. After the free or included allowance, additional processing is $3 per additional submission, including its supporting source documents. Adding files, retrying the same request and generating draft forms do not create additional submissions. Unused included submissions do not roll over. Additional usage is enabled only after you approve a usage arrangement; there are no automatic overage charges. Prices are USD. Paid activation requires your approval; custom websites, SEO, integrations and implementation are quoted separately.
Example: 50 included submissions plus 10 extra submissions = $129 for that month. Usage is enabled only with your approval.
AI POWERED. PEOPLE BEHIND IT.
Real people to help you put it to work.
Built by insurance and AI professionals. Talk with our team about your forms, your team and a rollout that fits your brokerage.
Based in New YorkBook a demo
THE AGENCY NOTEBOOK
All articlesIdeas for a more productive agency.
Agency operations8 min read
10 ways to automate your insurance brokerage
A practical guide to improving insurance intake, document preparation, renewals and follow-up—while keeping your team in control.
Read the guide
2027 planning7 min read
10 ways to prepare your insurance agency for automation in 2027
Build a practical 2027 automation plan with better intake, reliable source data, clear ownership, useful metrics and a measured rollout.
Read the guideClient experience7 min read
How to build an insurance intake page clients can actually finish
Design a branded insurance intake with a policy upload, a clear manual path and helpful next steps—then test it before you publish.
Read the guideCan I see my page before creating an account?
Yes. Drop in your website or enter your details, then see and try your own branded intake. Confirm your work email and workspace when you choose to publish.
Are the first 10 submissions really free?
Yes. Start with 10 free submissions, with no payment details and no automatic charge. Preview tests do not use your trial. After 10 live submissions, new processing pauses until you approve a paid plan.
Do I need my own website?
No. Share your hosted branded page, or choose a form-only embed for a website you already have.
What happens after a customer submits?
The request reaches your private workspace. Your team reviews the information, resolves anything missing and prepares the next step. Coverage is not bound by submitting a form.
MORE DEALS. LESS WORK.
Your next submission starts here.
See your branded intake before you create an account.