The Form helps your leads pick the right cover, the way you would. Then it reads the policy and builds a preliminary quote, ready to send.
While the client explains what they want covered, what they say turns into a described risk. Not into an email to process tomorrow.
Insurance quote
Tell us what you need covered
What do you need covered, and from when?
We are opening a new warehouse with refrigerated stock , and we need the policy running before the first shipment . Right now we are with another broker.
What comes out structured
Risk analysis
Not in an office, and almost never the first time somebody describes it to you.
Mid-dark ambient photo, portrait — Walking the site. It fills the whole card and carries the text over it, in the bottom third.
That is where you see what no form ever says. The photos come in alongside the conversation, not in a separate email you have to match up later.
Mid-dark ambient photo, portrait — When renewal comes around. It fills the whole card and carries the text over it, in the bottom third.
The client updates what changed this year and that is it. Nobody has to make them tell the whole story again.
Mid-dark ambient photo, portrait — The day there is a claim. It fills the whole card and carries the text over it, in the bottom third.
Nobody is in the mood for forms that day. So the Form asks little, orders a lot, and only requests the documents that case actually needs.
Mid-dark ambient photo, portrait — At dawn, from your website. It fills the whole card and carries the text over it, in the bottom third.
A quote that comes in at two in the morning is described and prioritized by the time you open your laptop.
The back-and-forth that takes three emails today to work out what needs covering fits into one conversation.
Illustration of "It understands which risk they mean" for insurance.
A cold-chain warehouse is not asked about the same way as a fleet. The Form changes course as the client talks, the way you would.
Illustration of "The current policy arrives read" for insurance.
The client attaches it and it shows up with its cover and its excesses in plain sight. Comparing stops being a long stretch with two PDFs open.
Illustration of "The base quote is waiting for you" for insurance.
In your format and in your way of putting things. You review it and adjust it before it goes out: never the other way around, and never without someone looking at it.
Illustration of "The renewal does not start from zero" for insurance.
What you learned about the client last year is still there. No need to call them to rebuild something they already told you.
Yes. Each line can have its own Form, with its own questions and its own assessment criteria, inside the same Workspace.
No. Nirby goes as far as the preliminary quote and the analyzed case; issuing, signing and charging stay in your systems. It is a limit we have today and we would rather say it now than later.
If they attach it, it gets read and its details end up structured so you can compare. Nobody types it out by hand.
Yes. The Form is a link or an embed on your site, and it talks the same at three in the morning as on a Tuesday afternoon.
It is yours: we process it on your behalf, and you decide what gets asked, what gets kept and for how long. The detail is in our privacy policy.
No. You can start with the Form published and take what it captures as CSV. Integrations come later, once the process is already running.
Every case arrives qualified, with the proposal ready and the CRM up to date. You hear about it when there is something to decide.
In days, not months. And we start with a small pilot.
