An easy way to collect insurance information starts here.


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Eliminating pain for you and your clients.

Stop spending weeks chasing people down for information only to get white out over premiums — or worse, no information at all — can be a thing of the past.

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Wasting time

Agents have to educate and instruct clients on where to find their information and what they should share.

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Uninformed clients

Clients do not know where to find their information, they don't have a process to follow, and often lose interest because of this.

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Inaccurate info

Agents often receive inaccurate information from clients - white out over premiums, receive policy IDs or incorrect documents.

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Long sales cycles

The biggest friction point in the sales process is the agent and client spending time collecting information.