Drag & Drop submission form builder, with built in address checking, schedule builder, conditional logic, payment checkout (using Stripe), real-time preview and much more!
Take any existing policy application form and turn it into an online automated submission system.
Embed your always up-to-date submission form in any public or private web page-even multiple pages simultaneously.
Track with your own Google Analytics ID.
Underwriting
Create any rule using simple spreadsheet formulas that can simply reference any aspect of your product.
Multiple underwriting warning types supported, including submission blocking and explanatory pop-ups.
Reporting
An infinitely configurable and fast submission tracking and reporting system with fully custom calculated columns.
An unlimited number of customized reports are stored with your profile, instantly exportable as CSV and XLSX.
All quote and policy data available for any report, at any time.
Supersearch
Any customer data ever entered is immediately available from a single search field, with rich previews as you type.
Spreadsheet based rating
Upload your rating spreadsheet and you’re done! Not a simple table parser; fully run your existing spreadsheets in the cloud as your rating calculation backend.
Choose your inputs and outputs, and see your product come alive!
Versioning
Insurance product changes are all automatically versioned and referenceable from all parts of the system.
Document creation
Issue an unlimited number and type of documents.
Reuse existing pdfs, or create your own custom documents from MS Word documents.
Define triggers for document creation with a simple visual rule builder.
Secure and reliable in the Cloud
Nothing to install, nothing to maintain. Always be using the latest version.
All data securely stored, backed up, and encrypted on Amazon Web Services.