Policies bound without the paper chase.
Applications, policy changes and claim forms, signed by clients wherever they are.
What insurance teams send
The documents, ready as templates.
Insurance applications
Policy change requests
Claim forms
Broker of record letters
Direct debit authorizations
Proof of loss forms
Why it fits
Three things insurance teams use most.
01
Fields that check themselves
Policy numbers, postal codes and dates checked as they are typed.
02
Show only what applies
Questions appear only when an answer needs them.
03
Evidence for every policy
A certificate for each signed document.
Usual planTeams
Most insurance teams start here. You can change at any time.
Can clients sign on a phone?
Yes, every form is built to fit a phone screen.
Do signers pay?
No. The people you send to never pay, never sign up and never install anything.
Where is our data stored?
In Canada by default. Enterprise plans can choose another region.