Do you love filling out ACORD forms?
Neither do your clients. InsureFlow turns one friendly online application into finished ACORD 125, 126 and 140 forms — plus one spreadsheet with every answer — and sends it straight to your wholesaler.
$37.50 per user per month · Month to month · Wholesalers join free
Commercial apps shouldn't eat your afternoon.
“Let me just read you the next 40 questions…”
Taking applications over the phone, then typing the same answers into two or three ACORD forms.
“Was that 1200 or 12,000 square feet?”
Every retyped answer is another chance for a typo — and another email to the client to fix it.
“Re: Re: Fwd: updated app final v3.pdf”
Chasing wholesalers through email threads to find out what's missing.
Collect it once. Use it everywhere.
Your client answers once, in plain language. InsureFlow does the paperwork.
A better client experience
One question at a time, on any phone or computer. Business details are found online and pre-filled, so clients confirm instead of hunting for paperwork.
Fewer data-entry errors
Answers are entered once, by the client, and flow into every form. No retyping, no transposed digits.
Time back on every app
Download finished ACORD 125, 126 and 140 forms the moment the client is done — ready to review and send.
Every answer on one sheet
Alongside the ACORDs, a spreadsheet with the whole application — including an underwriter quick view with the risk flags.
A direct line to wholesalers
Send to up to two wholesalers in one click. Questions and send-backs stay in one conversation, not your inbox.
Built for your whole team
Invite your agents, share one application link with clients or put it on your website, and see every application in one dashboard.
Three steps from “hello” to submission.
Share your link
Email it, text it, or embed it on your website. Every agency gets its own branded application link.
Your client confirms
We look up the business online and pre-fill what we find. Your client corrects anything that's off and answers the rest.
Download & submit
Get ACORD 125, 126, 140 and the spreadsheet — or send it to your wholesalers right from your portal.
Why hunt through three forms for one answer?
The ACORDs are what carriers expect. The spreadsheet is what people actually read: every answer in one place, sorted by section.
- Business, contacts, operations, financials and property on one tab
- Underwriter quick view with the risk questions flagged
- Agent notes and underwriting details included
One simple price.
Pay for the people on your team. Your clients and your wholesalers never pay.
- Unlimited client applications
- ACORD 125, 126 and 140 plus the spreadsheet
- Your own branded application link
- Send to wholesalers, with messaging and send-backs
- Document uploads and online business lookup
- Month to month — cancel anytime
Joining through your wholesaler?
Wholesalers who partner with InsureFlow can offer their agents a discount. Ask your wholesaler for their partner code and mention it when you request access.
Good questions.
Which forms does InsureFlow produce?
ACORD 125 (Commercial Insurance Application), ACORD 126 (General Liability) and, when property coverage is requested, ACORD 140 (Property) — plus a spreadsheet with every answer.
Can clients fill it out on their phone?
Yes. The application works on any phone, tablet or computer, saves progress automatically, and asks one question at a time.
Can I edit what the client entered?
Yes. Agents can review and correct any answer in their portal, add their own underwriting details, and upload documents before downloading forms or sending to a wholesaler.
Do my wholesalers need to pay or install anything?
No. Wholesalers get a free login to their own portal, where they see the applications you send them, download the forms and spreadsheet, and message you.
Who counts as a user?
Each person on your team who signs in to InsureFlow. Clients completing applications and the wholesalers you send them to are never counted.
Stop retyping. Start quoting.
We're onboarding agencies now. Request early access and we'll set up your team.