Standardize your
Onboarding.
Create a comprehensive, standardized record for every new customer. Capture scope notes, client data, and insurance details in one place, ensuring nothing gets missed.
Client Name
John Smith
Property Address
123 Main St, Anytown...
Policy Number
ABC-123456789
Date of Loss
08/15/2024
Claim Number
CL-987654321
Scope & Damage Notes
Water damage in kitchen from dishwasher leak. Drywall and flooring affected...Water damage from dishwasher leak...
A single source of truth for every property.
Establish a standardized data record for every client from day one. Capture essential details like client info, policy numbers, and dates of loss in a consistent format, creating a reliable foundation for the entire claim lifecycle.
Centralized Data RecordData Record
Client Details
Captured & Stored
Insurance Info
Captured & Stored
Damage Scope
Captured & Stored
Signed Documents
Captured & Stored
Enter data once. Use it everywhere.
The information you capture in the intake form becomes a reusable asset. Automatically pre-fill contracts, proposals, and other documents with one click, eliminating redundant data entry and minimizing costly errors.
Automated Contract Prefill
Intake Data
Client: John Smith
Policy: ABC-123...
Contract Fields
Client Name: John Smith
Policy No: ABC-123...
Frequently Asked Questions
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