Built for modern agents

Insurance quoting,
finally simple.

Build branded plan comparisons your clients actually open. Health, dental, vision, life, and supplemental — all in one place, in minutes.

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Health Dental Vision Life Supplemental

Prepared for

Jane & Tom Carter

Viewed

Option A

$477.50/mo

Health
Bronze 5000
Aetna
$425.50
Dental
DentalGuard
Guardian
$38.00
Vision
Choice
VSP
$14.00

Sent by paul@gardenstatebenefits.com 3 views

Features

Everything you need to quote and close.

Stop chasing PDFs, logins, and tabs. Do it all here.

Every plan type, one workflow

Health, dental, vision, life, and supplemental side by side — no more juggling carrier portals.

AI extracts plans from PDFs

Drop in a carrier brochure or rate sheet and Gemini fills the fields automatically. You stay in flow.

Branded share links + email

Clients get a clean comparison page on your domain. No PDF attachments, no dead ends.

Real-time view tracking

See exactly when your client opens the quote so you can follow up while you're top of mind.

One-click PDF export

Branded, polished PDFs of every quote — for clients who want something to print.

Security as a feature, not a checkbox

Encrypted database, row-level access policies, magic-byte file checks, and per-IP rate limiting.

How it works

From zero to sent in five minutes.

Add the client

Just a name, email, and phone. Nothing else — minimal PHI by design.

Build the quote

Add plans by hand or upload a carrier PDF for AI to fill in.

Send and track

Email the share link from your branded address. Watch the views roll in.

Pricing

One plan. Everything included.

No tiered nonsense. No upsells. Cancel anytime.

$29/month per agent