Pricing
AllOneForm is priced per licensed producer, and we set your agency's price on a short walkthrough, once you have seen the intake working on a real client path. Judge it against the work it replaces: the calls, texts, and retyping it takes to get one prospect ready to quote, and the clients who go quiet before that work is done.
What you get
AllOneForm is purely a client intake form, and our full focus is making it the intake clients actually finish. Everything below is what your agency gets from day one.
Clients tap through on their phone in about five minutes: household, home, vehicles, and history, with taps and dropdowns instead of blank boxes. Your intake lives at its own AllOneForm address, arranged during setup, ready for your cards, your QR code, and your emails.
The moment a client enters their contact details, the intake exists. If they stop, they hold a personal resume link that reopens the form on any device, where they left it. Clients with current policy pages take the dec page fast lane and answer only the gaps.
What reaches you is one structured record: drivers, vehicles, mortgagee details (flagged when a client is unsure of them), scheduled items, and prior coverage history. You take it into your rater (EZLynx, or the rater you already use) from one organized sheet, instead of hunting through texts and voicemails, and if a client would rather talk, you can open their exact form and finish it with them on the call.
The math that matters
The client's time
About 5 minutes
Start to done, on their phone. The old way took days of calls, texts, and forms sent back and forth before you held enough to start a quote.
The way back in
1 resume link
Every start saves itself and carries a personal link back to the exact spot. A client who stops at the store can finish from the couch, and you can see the ones who stall.
The handoff
Ready to quote
The record reaches you structured, ready to review and take into your rater. Nothing sits in voicemails and text threads waiting to be retyped.
We run a real client path through the intake, so you watch a structured record land: a finish designed to take about five minutes, the follow up prepared when a client stalls with consent, and the record you take into your rater. Then we map your agency's seats and set your per producer price. If the intake does not earn its keep against the hours it buys back, you will see that on the walkthrough too.
Early access
Sign up and we will schedule your agency's walkthrough. No sticker to bounce off, and no guessing what fits your agency.
Your producers sign in through one door. At setup we arrange your intake's AllOneForm address with you, and your clients get one simple link to open and finish.