Insurance agent web tools
We provide white labeled web tools to add digitize channel to your agency where you can automate anything.
Quote
Our quote product includes digitized and energized smart forms to collect your client’s data and map it to all your systems while running quotes directly with carriers.
Service
Our service product adds a digital servicing channel to your agency letting your clients create requests for their policies online with a ticketing system.
Renew
Our renew product gives your clients the ability to conduct a digital self renewal review with the help of custom prompts and A.I.
EZ to use tools for agents.
Digital Intake Forms
Servicing Ticket System
Digital Renewal Walkthrough
Risk Tolerance Scorer
Canopy Connect Dec Pages
Built In A.I. Features
Zapier - Integrate Anything
Direct Carrier Connections
Your client will apply online with our simple and easy to complete interface. That includes home, auto, umbrella, jewelry, flood and other inputs to choose from.
Based on just a few pieces of information, our application taps into API data feeds like Realtor.com, Flood, Realty Mole, Canopy Connect and more to assist your applicant in easily finishing the application but also with comprehensive data.
Use Canopy Connect to have your applicant provide you their current policy in the form of PDFs and a data file we can use to run quotes!
Toggle on A.I. Capabilities to have your applicants get a risk precision score using A.I.’s most advanced communication API, Chat GPT 4.
Once submitted, your application data is mapped to all of your systems automatically. It will be inserted into EZ Lynx, Agency Zoom, and directly into carriers like Travelers andNationwide.
Our application gives you 24/7 accessibility for quotes, ensures accurate data collection for E&O protection and streamlines quoting. You can automate any app with Zapier connectivity.