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Make Proposal Forms Easy
For Your Clients

Our Digital forms with autofill make completing an insurance application a breeze for your clients.
SME Expectations are increasing when applying for insurance. Are You Ready For It?

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Our Mission

Our platform allows commercial insurance brokers to create customised digital proposal forms and factfinders for their clients

We help your customers:

  • Provide information quickly, securely and effortlessly through online application forms.
Inspirational post-it notes
Input form example

Platform

Customise

Customise your question set on our online platform. Or we'll create it from your existing factfinders and proposal forms.

Better than PDF

No more emailing PDFs to gather risk information. Delight your customers with a link to a personalised application form.

Less Questions = Happy Customers

We fill out tedious bits using data from open APIs like Companies House. Conditional logic helps you ask the relevant questions and skip the rest.

Painless Renewals

No more copying and pasting data or emailing clients last years form. Your customers can effortlessly choose to reuse answers from previous applications

Frequently Asked Questions

What are the benefits over PDF's?

Unlike pdf forms which are hard to fill in and can get loss in email trains, digital proposal forms are easy to fill in online and centralised in one place.
They also provide a better experience for your client!

We’ve heard stories of clients picking a broker because their application process was easier.
We also provide some cool analytics so you can keep track of clients progress and understand how long it takes to fill your forms.

Oh yes they can! We have features such as conditional logic, tables and the ability to upload a document.
The one ability we lack currently is a digital signing capability like DocuSign. But so far, we have been able to recreate the factfinders of every insurer and broker we’ve come across.

Absolutely! You can add your own logo, colours, disclaimers and even embed it on your website.

We can create the forms for you!
Or you can use our editor to quickly create or edit your own forms, whenever you want (or your underwriters demand changes!).

Oh yes! We’ve learned the importance of being insured from the amazing brokers we work with and have Public Liability, PI and Cyber cover in place.

We use a secure cloud hosting platform and all of your work, including the information submitted by your clients, is encrypted at rest.
Additionally, as we are located in the UK, we comply with the highest standards of security and data protection and are cyber essentials certified. We also have cyber insurance cover as we realise the importance of insurance in risk management.

Yes, we can provide a data export of your data

Watch the demo

Experience how our product can simplify filling a form

Less time spent filling forms allows your customers to focus on what matters to them: their business.

Schedule A Demo