Today
One client. Five portals. The same answers, typed again.
VIN typed 1 of 5 times
With RateShield
Every carrier at once. From one client file.
Bindable quotes
For independent insurance brokerages
Quote every carrier.
At once.
When you're in, one client file goes into each of your carriers' own applications at the same time, and bindable quotes come back to your producer.
The platform
Everything around the quote, in one place.
Ask
A second opinion on any risk.
An AI assistant that helps you size up a risk before you quote it, with sources you can check.
Is the restaurant on Main St a fit for our markets?
Full service, about 60 seats, liquor under 30% of sales, open since 2018. Worth asking about the cooking exposure before you quote.
Proposals
Read and accepted on a phone.
Branded, in plain English, with a yes button.
Client texting
The client answers from their phone.
The questions only they can answer go out by text, and the answers land in the file.
Record the sale
One step after the yes.
The policy, the renewal and your book, updated together.
Your book
Kept current by every sale.
Renewals, cross-sell and what's next, every morning.
Early access
Built inside a working brokerage.
Built and used daily inside an independent Illinois agency. We're opening it to a small group of brokerages next.