Hundreds of ACORD forms & Carrier Supplementals available in an easy-to-complete online format
Create applications by selecting forms from the Library, adding schedules, setting a due date, and customizing the confirmation message.
In renewal applications, we highlight exposure fields, show prior year values and ensure clients update values before submitting
Define required fields in each form to ensure you get the information you need to get a quote the first time
For those confusing questions which can confuse clients, leave a tip about how best to answer
Simplify ACORD & multi-coverage forms by hiding questions and sections that don’t apply to your client.
Keep forms simple by hiding & revealing questions and sections based on answers to prior questions.
Let clients attach loss runs, financials, schedules or other key documents to their submission
Have an in-app conversation about a specific question and attach comments to your submission
We identify common questions across applications so your clients only need to answer questions one time
Have your clients sign application forms on their computer or their mobile phone
We pull and push data to your agency management system to eliminate double entry and save you time
We keep track of unfinished applications and send personalized reminders at just the right time
Our platform pre-fills applications with prior year data so that you never need to fill out a form again
Build your own forms from scratch to gather only the information you need from clients
Compare one year’s application to the next and easily identify changes
This isn’t Facebook, but you can keep track of everything your team and clients are doing in an easy-to-digest activity feed
Track applications from start to finish on your dashboard and ensure you never miss a renewal opportunity
Send quote requests to multiple markets at the same time with personalized messages
Publish links on your website and deliver a branded customer experience that will delight
new prospects
Configure your logos, background images and email copy so the client experience is 100% yours
Your customer success team is available via chat, phone or email anytime you need them
