The all-in-one insurance sales platform that replaces your disconnected tools. Underwriting IQ, OCR lead scanning, smart CRM, production tracking — everything in one place.
Six integrated modules that replace a dozen disconnected tools. Built by an agent who was tired of the runaround.
Health screening → carrier matching → live rates. The engine finds what they qualify for across 9+ carriers and generates a professional quote sheet in seconds.
Photograph any lead form — handwritten or printed — and AI reads every field instantly. 16 hours of manual data entry becomes 6 minutes. Push straight to your CRM.
Full client lifecycle from lead to policyholder. Auto-text, auto-email, voicemail drops, AI appointment setting, click-to-dial — all from one dashboard.
Role-based views for setters and closers. Pre-loaded lead queue, one-click disposition, integrated comm panel, appointment booking on the closer's calendar.
Your production, your agents' production, lead ROI by vendor source. See which leads are making money and which are burning cash. Weekly, monthly, YTD at a glance.
Automated Gmail scanning pulls leads from your vendors, OCRs the attachments, assigns to agents by rules, and creates CRM contacts — hands free, three times a day.
No more sitting around typing contact information off lead forms. Drop your forms — direct mail, QR responses, county records — and AI reads every field, including handwriting. No other platform has this.
Stop paying for 4 disconnected tools. Get everything in one place for less than what you're spending now.
Join the agents who stopped settling for broken tools and started closing more business.
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