Clients finish in about five minutes
The intake is tap first, with one thing per screen and taps instead of typing where a tap will do. Five minutes, once. Your agent takes it from there.
Coming soon · Early access
Every client. Every detail. One form.
You win new clients by moving first. AllOneForm helps you capture a client in minutes instead of days of calls, texts, and paper forms. Your client answers once in a tap first intake. You get one complete record, ready to quote.
Early access opens first to a small group of independent producers.
What it is
Built to capture clients, not chase paperwork
Most intake loses time in the gaps. A client starts, gets busy, and the details sit in a voicemail or a text thread while another agency moves ahead. AllOneForm closes those gaps with automation, so more of the clients who start with you finish with you.
A stalled client is never a lost client
Progress saves as your client goes, and each client gets a personal resume link to pick up right where they left off. If a client calls instead, you can open that same form in agent assist mode and finish it with them on the phone.
A record you can quote from
Household drivers, vehicles, home details, and the exact mortgagee address arrive as structured data. It feeds your rater instead of sitting in notes you have to retype.
How it works
Three steps between a referral and a quote
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Share your link
Every producer gets a short personal address at alloneform.com, ready for a business card, a QR code, or a text message.
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Your client finishes in minutes
Clients with current policy pages can use the dec page fast lane. They upload their pages and answer only the gaps. Clients without pages take the guided full form.
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You quote from a complete file
Everything arrives in your producer backend, organized and readable, with a short list of anything that still needs your eye. From there the completed intake exports cleanly into your rater, ready to quote.
Follow up that does not depend on your memory
Automatic follow up for incomplete intakes is part of the early access build. When a client has given consent and stops partway, the system prepares a follow up for that intake so the work is waiting for review instead of lost in your day. Live sending turns on at launch, and only for clients who consented.
Who it is for
Built for independent producers
AllOneForm starts with personal home and auto intake, the front door of an independent agency. You buy back the hours you now spend chasing details by phone and text, and you keep the clients who would otherwise drift away mid form. Your name and your agency lead every client facing page. AllOneForm works in the background and stays out of the relationship.
That is the whole product, on purpose. AllOneForm is a client intake form, and our full focus is making it the best intake a client will ever finish. When an intake is complete, the finished record hands off cleanly to the rater and agency system you already use, and that system stays your system of record for the policy. We get the client in, complete and ready to quote. Your existing tools take it from there.
Early access
Be in the first group
We are opening AllOneForm to a small first group of producers before the public launch. Leave your email and we will write to you when your spot opens. If you are ready to reserve your producer address, use the full sign up instead.
You are on the list.
Thank you. We will write to you when early access opens for your group.