Designed so clients finish in about five minutes
The intake is tap first, with one thing per screen and taps instead of typing where a tap will do. You take it from there.
For independent insurance producers · Early access
Every client. Every detail. One form.
AllOneForm helps independent producers capture a new prospect's details in minutes instead of days of calls, texts, and paper forms. Your client answers once, in a tap first intake. You get one structured record, ready to review and take into your rater.
Early access opens first to a small group of independent producers.
- Designed so clients finish in about five minutes
- Every start past contact details saves itself, with a resume link
- Declarations page (dec page) fast lane for clients with policy pages
- Agent assist: finish it with the client on the call
- One structured record, ready for your rater
What it is
Built to capture prospects, not chase paperwork
Most intake loses time in the gaps. A client starts, gets busy, and the details sit in a voicemail or a text thread while another agency moves ahead. AllOneForm closes those gaps with automation, so more of the people who start with you can finish with you.
A stalled start can still finish
Progress saves as your client goes, and each client gets a personal resume link to pick up right where they left off. If a client calls instead, you can open that same form in agent assist mode and finish it with them on the phone.
A record you can quote from
Household drivers, vehicles, home details, and mortgagee information arrive as structured data, with anything a client is unsure of flagged for your check. The record is ready to take into your rater instead of sitting in notes you have to retype.
How it works
Three steps between a referral and a quote
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Share your link
Your intake lives at its own AllOneForm address, arranged during setup. Put it on a business card, a QR code, or a text message.
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Your client finishes in minutes
Clients with current policy pages (declarations pages) can use the dec page fast lane. They upload their pages and answer only the gaps. Clients without pages take the guided full form.
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You review one structured file
Everything arrives in your producer backend, organized and readable, with a short list of anything that still needs your eye. You take the structured record into your rater (EZLynx, or the rater you already use) and start the quote. Your agency system stays your system of record.
Into your rater: one sheet, in a consistent order
The finished intake lands in your producer backend as a structured client sheet: every answer organized on one client sheet, with a copy summary and a print view. You work from that one sheet into EZLynx, or the rater you already use, and start the quote. Nothing to hunt for across texts, voicemails, and sticky notes, and your agency system stays your system of record.
Prepared follow-ups, ready for your review
When a client who has given consent, and has not opted out, stops partway, AllOneForm prepares a follow up for that intake. It waits for your review. Nothing sends itself, and live sending turns on at launch, only for clients who consented.
Who it is for
Built for independent producers
AllOneForm starts with personal home and auto intake, the front door of an independent agency. You buy back the hours you now spend chasing details by phone and text, and it helps you keep prospects who might otherwise drift away mid-form. Your name and your agency lead every client facing page. AllOneForm works in the background and stays out of the relationship.
That is the whole product, on purpose. AllOneForm is a client intake form, and our full focus is making it an intake designed to be finished: one thing per screen, taps instead of typing. When an intake is complete, the finished record hands off to your rater, and your agency system stays your system of record for the policy. We get the client in, structured and ready for you to quote from. Your existing tools take it from there.
AllOneForm was built by a working independent producer, for his own agency first, and for producers who would rather be quoting than chasing paperwork.
Your book, your data
Your agency's clients stay your agency's
You are trusting AllOneForm with the front door of your client relationships. That trust is the product as much as the form is.
Only your agency's producers see your clients
Every producer signs in to their own agency's intakes and nothing else. Your client list is never shared with, or visible to, another agency.
Never sold, never marketed to
Your clients' details are never sold, and they are never used to market anything to your clients. Follow ups about an intake will go out only with that client's consent, and prepared follow ups wait for your review.
Your name leads, not ours
Your agency's name, logo, and colors lead every client facing page, with your name, title, and license number the way you present them. Clients experience your agency's intake. AllOneForm works in the background and stays out of the relationship.
How client data is protected
Client details move over an encrypted connection and are stored with each agency's data kept separate from every other agency's. Producers reach them only by signing in to their own agency. Sensitive numbers, like a Social Security number, are optional in the intake and are shown masked, last four digits only, on producer screens.
How the forms on this site handle your details is written out in our privacy note.
Common questions
What producers ask first
Does AllOneForm replace my rater or my agency system?
No. AllOneForm is the intake in front of them. The finished record goes into your rater (EZLynx, or the rater you already use) to start the quote, and your agency system stays your system of record.
Do the people I send my link to need an account or a login?
No. They open your intake link and start. There is no account and no password, and a personal resume link lets them pick up where they left off.
What if a client would rather just talk to me?
Open their exact intake in agent assist and finish it with them on the call, on the same record they started.
When does early access open?
We open to a small first group of independent producers before the public launch. Sign up and we will write to you when your group's spot opens, and schedule your walkthrough.
Early access
Be in the first group
We are opening AllOneForm to a small first group of producers before the public launch. Tell us your name, your agency, and your work email, and we will write to you when your spot opens. If you are ready to sign your agency up, use the full sign up instead.
You are on the list.
Thank you. We will write to you when early access opens for your group.
Signups are not being recorded yet.
Early access has not opened, and this page cannot save your details until it does. None of your details were sent or stored just now, and we would rather tell you that plainly than pretend otherwise. When the first group opens, this form will record your request for real. Reload the page any time to return to the form.