Turn Boring PDF Forms into Smart Conversations.
Replace static PDF forms with an intelligent AI chatbot that captures accurate risk data around the clock and syncs it directly into your system.
Did You Fill Out That Form?
Sending clients a 10 page PDF questionnaire is the fastest way to stall a deal. It's high friction, confusing, and outdated.
Incomplete Forms
Clients skip questions, leave fields blank, or misunderstand what you need, forcing you to chase them for weeks.
Data Entry
Manually transcribing handwritten or PDF responses into your system wastes hours and introduces errors.
Client Drop off
Complex, outdated forms frustrate prospects. They abandon the process and go to a competitor who makes it easier.
Conversational Data Collection
Transform static forms into intelligent conversations that clients actually want to complete.
Natural Dialogue
Replaces static forms with a friendly chat interface that engages clients and increases completion rates.
Dynamic Questions
Only asks relevant questions based on previous answers. No more 'N/A' fields confusing your prospects.
Mobile First
Designed for the modern consumer. Clients can complete applications primarily on their phone in minutes.
Direct Integration
Data collected in the chat is automatically mapped and pushed into your Epic
Natural Dialogue
Replaces static forms with a friendly chat interface that engages clients and increases completion rates.
Dynamic Questions
Only asks relevant questions based on previous answers. No more 'N/A' fields confusing your prospects.
Mobile First
Designed for the modern consumer. Clients can complete applications primarily on their phone in minutes.
Direct Integration
Data collected in the chat is automatically mapped and pushed into your Epic
3 Simple Steps to Intake
Send Link
Email or text a secure link to your client for data collection.
Client Chat
Client answers simple questions in a mobile friendly chat interface.
Sync to AMS
Data is automatically mapped and pushed to your agency management system.
Send Link
Email or text a secure link to your client for data collection.
Client Chat
Client answers simple questions in a mobile friendly chat interface.
Sync to AMS
Data is automatically mapped and pushed to your agency management system.
Clients Love It
Trusted by agencies across USA and Canada to simplify intake.
"Our clients actually compliment us on the intake process now. It feels modern, and we get the data back 3x faster than before."
"We've completely replaced our PDF packets. The AI asks just the right questions and sends valid data straight to our AMS."
Frequently Asked Questions
Common questions about our Smart Intake Chatbot.