Send a link. Get a complete, underwriter-ready intake.
InsureFlow Intake captures every detail your carriers need — personal auto, home, commercial fleet, BOP, GL with liquor, umbrella, WC, cyber and more. Brokers fill it in front of clients, or send a private link for the client to do it themselves on their phone.
Acme Bakery, LLC
CommercialChoose your path
Brokers run the full professional intake, including dashboard, PDF export and file uploads. Clients get a friendly, plain-English version on their phone — no sign-up required.
I'm the broker / agent
Sign in to your dashboard to start a fresh intake live in front of a client, or click Send to client to email a private link for them to fill on their own.
- Full pro intake — every carrier field
- Dashboard, search, status filters
- One-click Send to client link
- File uploads (DL, photos, declarations)
- PDF packet with your logo
I'm the client / prospect
Did your broker send you a private link? Open it on your phone or laptop and answer a few simple questions — no jargon, no account, no spam. Your broker handles the rest.
- Plain-English questions, no insurance lingo
- Friendly explanations on every step
- Auto-saves as you type
- Snap photos of your driver license / property
- No login or password required
/c/<your-secret-token>. Tap the link they sent you to begin.Every detail your underwriter wants — without scaring your client.
Built with input from working P&C brokers. Zero filler. Zero clicks wasted.
Smart conditional logic
Sections, sub-sections and individual fields appear only when relevant. Liquor only shows for businesses that serve alcohol; flood is required only in flood zones.
Carrier-grade questions
Every field carriers and underwriters ask: VIN, garaging address, MOD, class codes, payroll, completed-ops, additional insureds, prior losses, signed waivers.
Send to client (one click)
Broker creates a draft, generates a private token link and sends to the client. The client fills it on their device — broker dashboard updates in real time.
Client mode (plain-English)
Same data, friendlier surface. Inline help, encouraging copy and absolutely no insurance jargon — the bar is 'a friend who knows insurance helping you fill it'.
Broker dashboard
Live list of every intake with completion %, status, last activity. Search by name or email; filter by Draft / Client filling / Submitted / Completed.
Tooltips for both sides
Brokers see carrier rationale; clients see human translation. Every field has the right level of context for who's reading it.
One-click PDF packet
Generates a beautifully laid-out, print-ready intake packet — all answered fields, formatted for underwriters, with your agency logo on the cover.
Per-intake share tokens
Every shared link is scoped to a single intake and expires after 30 days. Tokens can be regenerated anytime, instantly invalidating the old link.
From "hello" to "bound" in four moves.
The whole flow is built to feel like a polished concierge — not a tax form.
Broker creates the intake
From the dashboard. Add the client's name and email; pick personal, commercial, or both.
Send the secure link
Click Send to client. We generate a one-off private token URL you can paste into any email.
Client fills it on their phone
Plain-English wizard. Auto-save. Photo upload for driver license or property. Submit when done.
Broker reviews & exports
Dashboard pings on submit. Review, refine, attach docs, generate the PDF packet, send to underwriting.