May 3rd, 2024
PolicyLink

We're excited to announce the release of PolicyLink π
This lets you:
Provide a Consumer Facing Link to your Prospects and Customers
They'll be able to log into their current carrier and provide you with their Policy & Dec Pages
Once Completed, this will send you a notification
Once Completed, this will generate a Risk Profile in a Draft Status with the following pieces of data:
Contact Information
Current Carrier Information (Carrier Name, Premium & Expiration Date)
Driver(s) Information
Vehicle(s) Information
ID Cards & Dec Pages
If you'd like to view an interactive demo of what PolicyLink looks like check it out below: