How it works
One workflow, two ways to fill it, and the same form reused at every renewal — here’s the whole loop from start to submission.
Fill it out — or let your client do it
Complete the application yourself, or send it to your client to fill in. Either way, the finished form comes right back to you — ready to PDF and submit.
Do it yourself
Complete the supplemental app in one guided form, generate a clean PDF, and send it straight to your underwriter.
Send it to your client
Email a secure link to your insured. They enter their details, and the completed form lands back in your account — no re-keying, nothing lost in email threads.
The round trip
Send it out, get it back, submit it — the whole loop, without the re-typing.
- You send it
- Client completes it
- It comes back to you
- Send it — or file it
Your client never sees “DigitalAgentForms.” The invitation is sent from a separate, neutral domain and carries your name — so it feels like it came straight from you, not from a piece of software. No confusion, no lost trust.
The answers underwriters actually need — required up front.
The forms make the important questions required — the rating factors and must-have answers a quote depends on. The application won’t submit until they’re filled in, so you stop sending half-finished apps that bounce back with “need more info.”
- Rating factors and must-have fields are required, not optional.
- A live counter shows exactly what's still missing.
- Fewer back-and-forths with the underwriter — faster quotes.
Beyond new business
It also handles customer service
The same send-a-link workflow turns everyday service into self-serve. When a client texts “can you add my new car?” you don’t have to play phone tag — send them a request link and the details come back to you, organized and in writing. It works even if you don’t have a website with request forms.
Send a service link
Text or email a client a link to request a change — add a vehicle, update a mortgagee, request a COI, and more.
The client fills it out
They enter the details on their own time. Nothing gets lost in a voicemail or a sticky note.
You act on a clean request
It lands in your inbox, in writing, ready to process in your agency system or with the carrier.
Ready to stop re-typing applications?
7 days free — your card isn't charged until day 7. Cancel any time before then and you pay nothing.