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The One Form to Rule Them All
One intelligent form that adapts to every P&C commercial insurance request — from quotes to renewals — and remembers data so you never start from scratch.
Preferred choice of our partners
- Speed to Quote
- 3x Faster
- Efficient Workflows
- 80% More
- Drop-Off Rates
- 60% Lower
How it works
From intelligent forms to audit trails — everything you need to streamline insurance requests.
Intelligent Forms with AI Prefill
Based on your request — quote, modification, or renewal — we generate a unique intelligent form, prefill it from uploaded documents and guide the policyholder through verification.
- Dynamic forms for quotes, renewals,
endorsements, and FNoLs - AI-powered data extraction from policies
- Web scraping for additional information
- Guided policyholder verification workflow
Broker Insights & Action
We deliver data-driven insights that surface coverage gaps, uncover missed opportunities, and streamline analysis — while keeping brokers firmly in control.
- Gap-filling suggestions
- No missed opportunitiess
- Aligned with your internal guidelines
- Current policy analysis
Policyholder Data Room
Every response is stored in a living client data room, which we actively maintain and update for future requests. Never start from scratch again.
- Living client data repository
- Automatic updates for future requests
- Never start from scratch again
E&O Audit Trail
Every request, change, and sign-off is logged and time-stamped — providing you with a defensible record that reduces E&O exposure.
- Complete request logging
- Time-stamped change tracking
- Defensible E&O record
Just Check Your Email
No new system to learn. No complex dashboards. We handle everything behind the scenes — you just receive an email when it's time to act. Simple, efficient, and built for how you already work.
Built For Brokers With Ambition
Not for the complacent — but for those hungry to grow, ready to seize every opportunity, and scale without the hindrance of extra support staff.
Industry Integrations
Seamless exports to AMS and carrier portals, plus direct integrations with Gaya.ai and LazarusAI to supercharge your workflow.
Managed Data Room
Never chase missing information again. Every client detail is managed, verified, and kept up to date — so you can focus entirely on advising and closing deals.
Security You Can Rely On
End-to-end encryption and industry best practices keep your client data protected. SOC 2 certification is in progress.
We’re here to cut through the chaos of insurance
We believe insurance should work for policyholders and brokers alike — transparent, efficient, and free from the chaos of scattered data and endless retyping.
Today, insurance is weighed down by inefficiencies. Brokers spend hours chasing clients for information, filling gaps across outdated AMS records, re-entering details into carrier portals, and hoping nothing slips through the cracks. Policyholders, meanwhile, struggle with forms they don’t understand, disengage from the process, and lose trust in the system meant to protect them.
We built The OneForm because we lived this reality. As insurance professionals, we saw how much time, money, and opportunity is lost to manual workflows, incomplete data, and poor claims experiences.
Our mission is simple: to turn insurance data into a living, trusted asset — managed, verified, and ready to work for you. We do this through:
- Intelligent forms that adapt to every request, from quotes to renewals.
- Managed policyholder data rooms that are continuously updated and verified.
- Broker insights drawn from millions of policies and aligned with your own agency guidelines.
- Security by design, with encryption and SOC 2 certification in progress.
We’re building a future where brokers focus on relationships, not paperwork. Where policyholders understand their coverage and claims are supported with clarity. And where growth doesn’t mean hiring armies of back-office staff — but scaling smarter with data that finally works for you.
See The OneForm in ActionBook Your Demo
Join the brokers who are scaling without adding staff. Experience how one intelligent form — adaptive, verified, and managed — can capture every opportunity and keep your data working for you.
Frequently asked questions
Everything you need to know about the product and billing.
No. Both your clients and producers can interact with the system via simple links send to their email. We do the hard work of organizing the data and requests on the background, or work in tandem with a dedicated back-office team.
Not yet — but that is our ambition. Today, The OneForm exports clean, structured data in formats ready for AMS, ACORD, and carrier portals, so you don’t waste time retyping.
Our roadmap includes direct integrations with major AMS platforms (Applied Epic, Vertafore, and others) as well as carrier connectivity. We are also building out partnerships with Gaya.ai and LazarusAI to supercharge data flow across the industry.
Protecting client data is core to everything we do. Today, TheOneForm uses bank-level encryption, strict access controls, and complete audit trails to safeguard your information.
We are actively pursuing SOC 2 certification to align with the highest industry standards. Until then, we follow established best practices for data handling, storage, and verification — so you can trust that your clients’ information is safe, verified, and never shared outside your control.
No — The OneForm is not an AMS. Your AMS remains your system of record.
What we do is remove the friction that slows brokers down: manual forms, retyping, incomplete submissions, and scattered data. The OneForm captures, verifies, and manages client information at the request stage, then exports clean data into your AMS, carrier portals, or ACORD forms.
Think of it as the layer that makes your AMS more valuable — not another system to replace it.
We're currently in our pilot stage, working closely with selected broker partners. During this phase, pricing is tailored on an integration basis — reflecting the systems you use and the level of support you need.
As we expand, we will introduce standard subscription plans, but today our focus is on building with ambitious brokers who want to shape the future of The OneForm alongside us.
Still have questions?
Can't find the answer you're looking for? Please chat to our friendly team.