One forms library. Two front doors.
Commercial intake is where brokerages lose the most time and the most deals. The forms engine builds every application, supplemental and certificate from one schema — used internally by staff and embedded publicly on the partner’s own website.
The Insurance Genie forms engine is a commercial insurance form library for partner brokerages. The same schema renders as an internal staff application with client data pre-populated, and as a branded public intake form on the partner’s website. Both feed one pipeline with identical routing, SLA and attribution.
Built once
A field defined in the schema appears everywhere it is needed and is validated the same way in every context.
Audited always
Every submission stores a locked copy, the schema version, the user and a full change history.
What ships in the box.
Applications
CGL, commercial property, business owners package, commercial auto and fleet, E&O, cyber, builders risk, umbrella.
Class supplementals
Contractor, restaurant, retail, cannabis, indoor playground, fitness, janitorial, IT and SaaS, landlord, warehouse, catering, fleet.
Servicing
Certificate requests and issuance, holder register, endorsement requests, cancellation, claims first notice.
Schedules
Vehicle, driver, location, equipment, tools and stock schedules with CSV import and bulk edit.
Compliance
Consent capture, disclosure acknowledgement, E&O attestation, e-signature with audit trail.
Public intake
Branded embeds for the partner’s own site, with progressive disclosure and conditional logic by class.
The form is the routing decision.
Most intake forms collect a name and a phone number and call it a lead. That guarantees a producer spends the first call doing data entry, and guarantees the request cannot be routed on appetite. Ask the four questions that determine markets — height, hot work, subs, limit — and the same lead arrives pre-qualified, in front of a broker who can actually write it.
Before
- Name, phone, "tell us about your business"
- Producer calls, does 20 minutes of data entry
- Discovers on call three that nobody writes hot work
- Lead dies at day nine
After
- Seven conditional questions, two minutes
- Routed to a partner in appetite, first time
- Producer opens the call with markets, not questions
- Certificate issued the same week
From Insurance Genie
Recent policy purchases
Explore recent policy purchases shared through our participating insurance professionals.
Recent policies will appear here when the Insurance Genie CRM feed is connected.
