Quotes, applications and claims that arrive ready to decide
Collect the details you need to quote or assess a claim online, apply your underwriting rules automatically, and send only the files that need judgement to an underwriter or adjuster.
Where insurance intake slows down
Quote requests start a long email thread of follow-up questions.
Required fields and format checks run before the request is sent, and the workflow can branch to follow-up forms based on the answers.
Claim photos and receipts arrive scattered across emails.
Photos and documents are uploaded with the claim and stay attached to it.
Referral rules live in people's heads.
Scoring and conditions decide which applications go to an underwriter, the same way every time.
Policyholders call to ask where their claim is.
They see the status of their claim online, and your team sees the full history.
Quotes, policy applications and first notice of loss
Each line of business is its own offering. This is the auto quote from our demo insurer: standard risks go straight to signing, higher risks go to an underwriter.
Quote requests
The details you need to quote, checked before they are sent.
Policy applications
Clear sections, required documents and save-and-resume.
Underwriting rules
Conditions and scoring decide what is referred to a person.
First notice of loss
Claims with photos, receipts and estimates attached.
Timers and emails
Acknowledge claims by email and keep items from stalling.
Signed applications
Applications and declarations signed online.
Auto insurance quote
Years licensed, at-fault claims and annual distance add risk points. A high score refers the application.
Only for referred applications.
Underwriters and adjusters see the full submission
Answers, photos, documents, rule outcomes and the history sit on one page. Approve, decline or ask the policyholder for what is missing.
One queue, filtered by offering and status
Ask for a missing photo or document with a comment
Every decision is recorded with the person and time
Policyholders report and follow claims from their phone
A claim takes a few screens: what happened, photos, receipts. If an adjuster needs more, the policyholder sees the request and uploads it.
Photos straight from the phone
Status of every claim in one place
Save and finish later
Consent, documents, simple e-signature, rules, reviews and emails work out of the box. ID verification, credit, background and AML checks, advanced e-signature and payments run through your own provider accounts, connected with our team during onboarding; until then those steps run in test mode with simulated results.
Explore a live demo workspace
These are demonstration workspaces for fictional organizations. Browse the offerings and apply as an applicant with made-up details (you need an email address to create an applicant account). Identity checks, signatures and payments are simulated. Staff and designer views are shown in a guided demo.
The questions we hear first
Is our applicants' data safe?
Each workspace is isolated, data is encrypted in transit and at rest, staff access is role-based and invite-only, and every action is in the history.
How we protect dataHow much work is it to set up?
We set up your workspace and build the first application with you during onboarding. After that your team changes forms and rules itself, without code.
See the productDoes it work with our providers and systems?
Built-in steps need no third party. ID, credit and AML checks and payments connect to your own provider accounts. Sending data to your own systems is scoped with you.
Integrations and APIWhat does it cost?
There are three plans. We send a quote after a short call about your process and volume, so you pay for what you need.
Compare plansSee your quote or claim process on CONSEN
Pick one line of business or your claims intake. We will show it working in a demo workspace and talk through your referral rules.