Your own agent-first intake page

Publish a personal, company-branded page without a website or an IT project.

Getting started · Company admin

How it works

Open Get your AI Form and choose the insurance products your agency offers.
Upload your company logo, add your introduction and feature yourself first. Add up to two teammates with photos, titles and optional direct phone numbers.
Choose authorized service states and a public contact. Use your existing privacy policy or edit and explicitly approve the hosted notice.
Choose platform updates, optional email and the completed document outputs your team needs. Verify your account and publish.
Copy your branded page link into your signature, social profile or business listing. A website and embed are optional.
Submit a fictional test request, find it in the workspace, assign it and verify email status separately.

What to check

Public contact profiles do not grant staff access, establish a license or automatically assign requests. Configure authenticated staff and individual licensed-agent routing separately.

Only an authorized active company administrator can publish. New public signup still depends on verification-email activation.

Logo uploads are resized locally; uploaded email logos are packaged as inline images; remote logos use HTTPS URLs. Email clients can still hide images.