See the moment a quote gets opened.

Quotes, applications, policy documents and claim forms, each sent as its own tracked link so you know where every file stands.

Insurance FAQ

How do I know if a client opened their quote?

Your dashboard shows the open, the time, and each page they turned to, so you can time your follow-up. It records the page numbers rather than adding them into a percentage read.

Can I make sure every required field is completed?

Yes. Mark fields as required and the document cannot be submitted until they are filled.

Can I send a policy to several people at once?

Up to ten people can sign one document on any plan, including the free one. Sending the same policy to ten people as ten separate private links is a paid-plan feature; the free plan sends to one recipient at a time.

How do I revoke access to a policy document?

Open the document in your dashboard and revoke it. The link stops working and the recipient is told access has ended.

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