Skip to main content

Coverage never sleeps. Now your lead flow doesn’t either.

Share your link anywhere, and your form captures full, ready-to-quote leads even while you’re offline.

$29.99/month
* 14-day trial for $1. Automatically bills unless canceled
Profile-mockup
Profile-mockup

Clean intake. Faster quotes. Fewer headaches.

Our Intake Form improves your workflow instantly:

Forms tailored to each LOB

Pick Auto, Home, Renters, Property, Commercial, Life — or create your own. Each form includes the fields insurance agents actually need for a quote.

Everything syncs automatically

Submissions feed directly into your CRM under Leads & Opportunities — fields mapped and organized for you.

You stop gathering info manually

No more chasing VINs, addresses, FEINs, DOBs, driver lists, or property details through messy DMs.

Your pipeline fills itself — even while you’re offline

A healthy pipeline shouldn’t depend on you responding instantly. Our Intake form continues collecting while you take calls, meet clients, or sleep.

make-your-profile-a-star

Complete info the first time — no chasing, no missing details.

Your Intake Form link becomes a lead collector everywhere you place it:
  • Text messages
  • Email signatures
  • Social posts
  • Websites
  • QR codes
  • Flyers or business cards

Let the form collect.
You focus on closing.

Our Intake Form runs quietly in the background, capturing complete, ready-to-quote leads 24/7 — giving you freedom from intake chaos and the certainty that nothing gets lost again. You sell insurance. Your lead form handles the rest.