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.

Our system is specially designed to handle large and complex factfinders.

Find out about us

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

Secure

We use a secure cloud hosting platform and all the data submitted by your clients is encrypted at rest.
We are also cyber essentials certified

Online factfinders on Your Website

Our forms can be directly embedded on your website, a consistent brand that your customers trust

Frequently Asked Questions

What are the benefits over PDFs?

Unlike pdf forms which are hard to fill in and can get lost 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.

The forms surely can’t capture complex risk Fact Finds?

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.

Can I brand it my way?

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

Do I have to spend hours creating the forms?

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!).

Are you insured?

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.

How secure is my data?

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.

Can I get my data out if I leave, or in the event of a corporate failure?

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.