Insurance automation software for brokers. Built free.
Receipts Reader reads each carrier quote into your comparison sheet, every figure with the line it came from. Due-Date Radar flags every renewal before its notice date. Quote Building drafts the quote pack when a client asks, and waits for your yes. Your account managers get their days back for the clients.
A card goes on file when your tool goes live. Nothing is charged until it passes your test.
Dataworld Help, the quote system we built: quotes built 3x faster.
The chores we take off your desk
Drop in the carrier quote PDFs for a client. Premiums, limits, deductibles, exclusions and effective dates land in your own comparison sheet, each one with the line it came from. Your team stops re-keying and starts advising.
Renewal dates, notice periods and expiries are pulled from your policies and your inbox, then flagged to the account manager in time to shop the account. No renewal slips past because someone was out.
A client's request arrives by email. A quote pack is drafted from your own template and the carrier figures already on your sheet, then waits for your approval before it goes out.
One job, start to finish
One renewal, four steps. The reading, the flagging and the drafting are done before your account manager opens it. They just approve.
The client's policy is on the radar weeks ahead, and the carriers' renewal quotes start arriving in the shared inbox.
Each quote lands in your comparison sheet: limits, deductibles, exclusions and premium, every value with its source line.
The notice date is flagged in time to shop the account, so the renewal is worked on your schedule, not the carrier's.
The pack for the client is drafted from your template and your sheet. You read it, change what you like and send.
Proof
Dataworld Help is the quote system we built: quotes built 3x faster. Imananq is our own platform: it quotes every source word for word and refuses anything not ready, the same discipline behind every source line on your comparison sheet.
Every tool is already running for our clients.
RK Assurance is a bilingual insurance brokerage whose website we built. See the work in the gallery.
Carrier figures read, renewal dates flagged, quote packs drafted: one connected system, with you choosing what waits for your yes. Your team handles more clients without more hours at the keyboard.
If it fails the test we agreed in writing, you pay nothing.
Nothing is charged until your tool passes the test in your written plan. You approve every result for 14 days. If two rounds of fixes do not get it there, you owe nothing. After it passes, any month it misses the test because of a fault on our side is free. Cancel anytime.
A card goes on file when your tool goes live. Nothing is charged until it passes your test.
Questions
It is built on your own comparison sheet, your own columns and your own quote pack template, from jobs you have already done. We write the test in your plan with you. Nothing is charged until the tool passes it.
They type less and check more. The sheet is the one they already know, filled in. Every value shows the line it came from, so checking a figure takes a glance, and nothing goes to a client without their approval.
Cancel anytime. After it passes, any month it misses the test because of a fault on our side is free. Your sheets, templates and files stay yours.
PDFs, scans and emailed quote summaries, in whatever layout each carrier sends. In your sample job you send quotes from the carriers you use most, and each layout is matched to your sheet's columns. A value without a source line is not entered.
No. It works from your files and your inbox and sits beside the system you run. Your sample job result sheet says in writing exactly which files and sheets the tool reads and fills.
We use your files only to run your sample job. Black out customer names if you like. Files are stored in the United States and deleted within 30 days of your sample job ending, unless you ask us in writing to keep them for your build. We never contact your customers, and we never use your files to train anyone's AI. The full terms are on our data page.
No call needed. Everything happens in writing. Send your jobs through the sample job form and the result comes back in writing. Want to think out loud first? Larry, our AI voice consultant, is free at any hour.
Insurance automation software for brokers. Built free.
Dataworld Help, the quote system we built: quotes built 3x faster.
No call. Every step happens in writing.
