Lead Capture
Forms That Feel Like
Texting a Friend
Conversational, one-question-at-a-time intake forms with conditional logic, 63 system questions, and automatic pipeline card creation.
Conversational Lead Forms
One question at a time with conditional logic across 11 insurance products
Questions for Every Product
63 System Questions
Pre-built questions across 11 insurance product categories — home, auto, flood, umbrella, renters, golf cart, boat, motorcycle, life, personal info, and closing. Toggle individual questions on or off per product.
Conversational UI
One question at a time in a texting-style chat bubble interface. Skip buttons, multi-select, and single-select options. Feels like a conversation, not a form.
Conditional Logic Engine
Questions adapt based on answers — show different questions for new vs. existing clients, skip irrelevant questions per product, and branch based on customer type.
Agency Question Control
Enable or disable any system question per product. Default questions can be hidden but never deleted. Custom questions can be created and removed freely.
Products We Write Toggle
Agencies select which insurance products they offer. Forms only show products the agency has enabled — no irrelevant questions for products you don't write.
Agent Select in Closing
At the end of the form, prospects can choose a preferred agent from the list. File upload support and address reuse for returning clients.
Round-Robin Lead Assignment
Completed forms automatically assign the lead to the next available sales staff member in rotation. No manual assignment needed.
Linked to Pipeline
Every completed form session links directly to a pipeline card. Card detail shows all form answers — nothing is lost between intake and follow-up.
Capture better data from every lead
Forms are ready to go out of the box — customize questions to match your agency.