intakecoreCollect, qualify, and convert more quotes.
Fewer drop-offs, faster quotes, and follow-ups that don't let a lead go cold—more of your quotes turn into policies.
01 — Collect
Modern, friendly forms to collect data easily.
Built for any line. Secure. Sell more policies.
Built for any line
Auto, home, commercial, marine—and whatever you write.
Secure by default
Client data stays protected end to end.
Sell more policies
Fewer drop-offs. More completed quotes from the same traffic.
Step 1 of 4
Select insurance
02 — Automation
Never let a lead go cold.
Automated, white-labeled follow-ups for every quote request.
Whether a client finishes the form or drops off halfway through, Intakecore follows up automatically—written under your brand, sent at the right time, with no manual work on your end.
Completed quote confirmation
Sent the moment a client finishes—keeps momentum while it's fresh.
Abandoned quote recovery
A timed reminder brings clients back to exactly where they left off.
Your Brokerage
to jane@client.com
We've got your quote request
Your Brokerage
to jane@client.com
Pick up where you left off
Upgrade your site. Get found by more clients.
We rebuild or refresh your current website.
Keep what works or start fresh—either way, we turn your brokerage site into a modern, fast experience. More visibility means more people landing on your site, ready to quote.
Easy to find on Google
SEO optimized—We structure your site so Google understands your brokerage, and local clients can actually find you when they search.
AI Search optimized
Tuned for ChatGPT, Gemini, Claude, and other AI engines so your brokerage gets recommended when people ask.
24/7 AI chat assistant
An on-site assistant that answers common questions and captures interest around the clock.
03 — Custom development · Consulting service
Want your own rating engine? We'll build it.
For brokerages that want a full custom quoting solution: tell us how you price a line and what makes a risk ineligible, and we build it—your rating formula and decline rules, encoded into your own quoting engine. This is a separate consulting engagement, not part of the standard plan.
Custom rating logic
Your formula, encoded once—every submission gets priced instantly and consistently, the same way your team already prices it.
Hard decline rules
Set the conditions that automatically take a risk out of eligibility—so your team only spends time on submissions worth reviewing.
- 3+ prior claims in the last 5 years
- Excluded class of business
- Outside your licensed provinces
Priced separately from the standard plan, based on scope.
How it works
From website click to client data—in three steps.
Add a Get Quote button
Drop a simple “Get a Quote” button or link on your existing website. No developers, no rebuild—just paste and go.
Client fills out the form
They land on your branded intake form, answer a few smart questions, and submit—all on any phone or browser.
Data lands in your dashboard
The qualified, structured submission arrives instantly in your dashboard, ready for your team to act on.
Reporting · Monitor performance
See exactly how your forms perform.
Detailed stats on every lead that comes in.
Track how many leads you're getting, where clients drop off, completion rates, and how fast quotes go out—so you know what's working and what to improve.
Leads this week
Volume of incoming quotes by day.
Conversion funnel
Step-by-step form completion drop-off.
Leads by line
Distribution across insurance products.
Blog
Guides for modern brokerages.
Product·
What You Get with Intakecore: Modern Forms and Broker Mode
Intakecore (Intake Core) gives brokerages constantly updated, high-quality intake forms that work on every screen—plus broker mode so rating questions land in a dashboard ready for your rater.
Growth·
How to Start an Insurance Brokerage in Ontario (After RIBO)
Starting an insurance brokerage in Ontario is more than a RIBO licence. Markets, a client-facing website, and intake that CSRs can run on day one—what new principals actually set up.
Growth·
First 90 Days of a New Insurance Brokerage: What to Set Up First
A 90-day setup order for a new insurance brokerage: quote path, phone intake, decline rules, and reporting—before you buy every tool in the industry.
Free trial
Try Intakecore free — no payment required.
Free for your first 90 days. No credit card, no setup fee, no obligation. After that, one simple plan at $199 CAD/month. Need a custom rating engine built for you? That's a separate consulting service.
A custom intake form built for your brokerage, live on your site
Broker mode so your team can take applications over the phone
Automated follow-ups for completed and abandoned quotes
Website enhancements to boost SEO and show up in AI search results
White-label branding so clients stay on your name
We set it up for you — no developers, no credit card, no setup fee
Cancel anytime during the trial — you'll never be charged unless you decide to continue.
Free trial
Then $199 CAD/month. Cancel anytime.
Try now — freeOpens a short form — we set everything up for you. No account to create.
Platform FAQ