Commercial intake, actually finished by the prospect.
An eleven-stage new-business workflow with structured prospect questionnaires and Koffyr commercial application forms — answers pre-mapped into the forms so nothing is keyed twice. Included on every paid tier.
Included on every paid tier — no add-on pricing, no per-seat fees.
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
What you get, in plain English.
Koffyr 125 / 126 / 140 applications
commercial application, GL, and property forms — industry-standard field sets
Three prospect questionnaires
identity · coverage needs · operations & premises — answers pre-map into the forms
Quote acceptance + binding e-sign
prospect signs the binding authorization in the portal · full audit trail
Welcome packet delivery
close the workflow by delivering the bound packet through the same branded portal
One portal. Every intake workflow.
New business runs on the same portal — same questionnaires, same e-sign, same audit trail. Your insureds learn one branded portal. Your CSRs learn one tool. Every workflow lands in the same audit log.
- COI Issuancelive
- Renewal Intakelive
- New Business Intakelive
- Endorsementslive
- Loss Runsroadmap
Run it on your book this week.
Start free, connect your insureds, and launch the workflow from your branded portal. Setup is an afternoon, not an implementation project.