exclusive features
Agent Proposal Portal
Each agent in your agency will have their own proposal portal where they can present their insurance proposals.
Esign Included
We have built a fully integrated e-signature solution that will allow you to digitally sign proposals.
Integrated Financing
Combining the ease of integrated online payments with financing at checkout to helps improve conversion rates.
Unlimited
Any Agent - Any Carrier
We don’t charge per seat, so feel free to setup all your agents so they can enjoy unlimited access to our system and all the proposals they can send.
integrated
eSign and Finance In One
Eliminate steps in your proposal preparation process and save time and money by using the proposal portal to handle all the e-signature and financing needs.
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Custom Proposals
Select a from pre-built designs or our team can create a custom proposal that represent your agency and carriers in a current and professional way.
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Know Your Binds
Our reporting system that will allow you to see exactly how many proposals you have sent and how many have been accepted.
Pricing Options
choose your plan
Best for simple payments
- Check or ACH
- Payment Portal
- Your Logo Branding
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- -
- -
Best for collecting payments
- Everything from Insurance Payments plus...
- Defined Amount to Pay
- Checkout Experience
- Abandoned Cart Tracking
- Reminders for Payments
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Best for closing deals
- Everything from Insurance Checkout plus...
- Generate Your Proposal
- Upload Template Files
- Automated Premium Finance
- Esign built into the checkout
- Pay out to multiple acounts