A journey in your brand
Configure the entry experience, visual identity, product paths and wording for your agency. Agree guest access, verification and login requirements.
Client experience · Delivered in your brand
Give every application a place to move forward.
Clients complete the application, supply evidence and review the next step in your agency’s own experience. Your team receives the record behind it, with the gaps and decisions still visible.
Your brand. Your records. Your team’s operating rules.
The work this improves
Still collecting applications across forms, emails and attachments?
Follow the problem you recognize to see the wider workflow, the handoffs involved and the decisions your team keeps.
01Client experience & lead intake
Getting inquiries, but chasing the information you need?
Website forms, email attachments and half-finished applications leave staff to complete the intake.
See how the work changes02Submission preparation
Still entering the same risk three different ways?
Applications, ACORDs, supplements and carrier packages keep asking for answers you already have.
See how the work changes03Renewal operations
Rebuilding renewals from last year’s files?
Old applications, changed exposures and client questions get assembled again while expiry dates keep moving.
See how the work changesWhat you get
Your branded insurance portal
A reviewable application, with the evidence attached. We configure the experience and connections around the work your agency needs to complete.
An application clients can finish
Use questionnaires, manual entry and document uploads. Support application resumption and editing within the agreed journey. Map an assisted intake path for clients who need staff help completing the application.
A handoff your team can work from
Connect the client application to the broker record. Make missing information, ownership and the next review explicit.
A route back to the client
Bring application progress, offered quotes, proposal viewing or downloads and signing into the supported journey.
Clear authority at the handoff.
Progress reflects the connected workflow and confirmed records. Coverage advice, quote acceptance, binding and activation remain with authorized people.
A day in the workflow
See the handoff in context.
A business owner starts an application on their phone, pauses to find a schedule and returns later. The account manager reviews the answers and attachments together, requests the missing loss run and prepares the submission when the evidence is ready.
Workflow demonstration
Around your existing tools
Keep the client journey connected to the broker record.
If your current portal already handles a task well, retain it and connect the missing handoff where access permits. A custom branded journey is useful when your product questions, application flow or proposal experience need to work differently. Agree which documents and statuses appear, and who resolves a failed update.
Start with a useful scope
Agree the journey.
Connect the required records.
Start with one client journey and one line: application, required documents, a broker handoff and agreed status visibility. Proposal and signing journeys can follow. Certificate self-service, payments and complete renewal servicing are separately configured extensions.
This capability is scoped separately from the new-business placement pilot. Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout. Implementation and ongoing managed terms for this capability are agreed around the selected workflow.
See the placement pilot termsMeasuring the result
Use your workflow as the baseline.
Observe representative work before implementation. Agree the definitions, measure the change and review exceptions with your team before extending the scope.
Before you decide
Questions about this capability.
Can this work with our current agency system?
Yes, where the required access and supported operations are available. We agree identifiers, field mappings and the handoff before implementation.
Is this a separate brand clients have to learn?
The client journey uses your brand, product wording and agreed visual identity. The deployment and access model are chosen with your team.
Can clients request certificates or make payments?
Those journeys can be scoped as extensions. Application and proposal features do not automatically include certificate issuance or payment collection.
The connected operation
Build around the next handoff.
Combine the capabilities your workflow needs. Each connection should serve a clear next step for the client or your team.
Conversational intake
Your website insurance assistant
Do website inquiries arrive without enough detail to act on?
Explain your products, guide the visitor through relevant questions and deliver an assigned inquiry with usable risk context.
- Answers from your approved product content
- Guided intake and qualified inquiries
- A mapped CRM handoff with an owner
Document operations
ACORD & submission form automation
Still copying the same risk into another application?
Map reviewed answers to required forms, organize supporting documents and prepare a versioned package for the selected markets.
- ACORD and supplemental field mappings
- Missing evidence and conflicts surfaced
- Files linked to the reviewed submission version
Lifecycle extensions
Renewal preparation & servicing workflows
Does renewal season begin with another blank application?
Reuse prior information for review, collect changes and give renewal and servicing work a clear owner and next step.
- Upcoming expiry and prior-record context
- Changes and missing evidence made explicit
- Scoped proposal, certificate and invoice workflows
Start with your operation
Let’s map the next useful handoff.
Bring your current workflow. We’ll identify the records, people and connections needed for this capability.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.
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