Lead Capture
Forms That Feel Like
Texting a Friend
Intake forms that ask one question at a time, skip what does not apply, and land the finished lead on your board.
Conversational Lead Forms
One question at a time, across every product you write
Questions for Every Product
63 System Questions
Ready-made questions for every product you write. Turn any one of them on or off.
One Question at a Time
It reads like a text thread, not a form. Tap an answer, or skip a question you would rather not answer.
Questions That Adapt
A new client and an existing one get different questions. Anything that does not apply gets skipped.
Agency Question Control
Turn any question off, or write your own. The built-in ones can be hidden but never lost.
Only the Products You Write
Pick the products you sell and the form shows only those. Nobody gets asked about a boat you would not insure.
Let Them Pick Their Agent
At the end, a prospect can choose who they want to work with. Returning clients do not have to retype their address.
Round-Robin Lead Assignment
A finished form goes to the next producer in line. Nobody has to hand it out.
Linked to Pipeline
Every answer lands on the lead card, so whoever follows up already has the whole story.
Capture better data from every lead
Forms are ready to go out of the box. Customize questions to match your agency.