What You Get with Intakecore: Modern Forms and Broker Mode

Most brokerages do not fail at quoting. They fail at getting a complete application in the first place. Intakecore—also called Intake Core—is the front door: modern forms clients actually finish, and broker mode so your team sees every rating question in one dashboard, ready to move into the software you already rate in.

Forms built to be finished, not just filled

We treat intake as a design problem, not a PDF with a website skin. Professional UX and UI work goes into every screen so the person on the other end—phone in a driveway, tablet on a kitchen counter, desktop at the office—can move through the application without getting stuck, lost, or embarrassed by a form that looks like 2014.

• High-quality, modern layouts that feel like your brokerage, not a vendor portal
• Works on every screen: phone, tablet, and desktop, without a separate “mobile version”
• Flow designed so clients make it through: short steps, clear progress, questions that earn the next one
• Constantly updated as devices, browsers, and client expectations change—you are not left maintaining last year’s form

Drop-off is usually design, not demand. A field that does not fit a thumb, a page that jumps on rotate, a question that feels like homework—that is where quotes die. We design so the default outcome is a completed file, not a half-finished tab they never reopen. See how mobile quote experiences lose people when the form was only tested on a laptop.

Stop spending a fortune maintaining intake yourself

Carriers and large brokerages spend millions tweaking intake: A/B tests, accessibility patches, new device breakpoints, copy changes after every underwriting memo, and a backlog of “we should fix that screen.” Then they hire people to keep the software alive. Independents inherit the same problem with a fraction of the budget—so the form never gets updated, or someone on staff becomes an accidental product manager.

That is the trouble digital intake is supposed to remove. You should not be shipping CSS hotfixes and rebuilding question trees every quarter. Avoid the maintenance trap. Go with Intakecore: we keep the forms modern, we keep them working, and your team stays on clients instead of tickets.

Broker mode: every rating question, one dashboard

The form is only half of what you get. Broker mode is the other half. The same questions a client answers online—or that you walk through with them—show up clearly in the dashboard. Nothing buried in an email thread. Nothing retyped from a screenshot. You take the data in seamlessly, see what you need to rate, and prepare the file to transfer into your rating software without reconstructing the story.

• Rating questions visible in one place—drivers, vehicles, property facts, claims, whatever the line needs
• Structured answers, not a blob of notes, so handoff into a rater is copy-and-confirm instead of decode-and-guess
• A queue your brokers actually work: complete files, status, and the original answers in context

That is how you buy back sales time. Brokers should be placing coverage and talking to people, not hunting for a VIN in a forwarded PDF. Clients get a form they can finish on their own. You get a file that is ready to rate. Same intake, two jobs, one pipeline.

What this looks like in the office

1. A client hits Get a Quote on your site—or you send a link—and completes a branded form that works on their phone
2. Answers land in broker mode: every field you need to rate is already there
3. You review, fill any gaps, and move a clean record toward the rater you already use
4. You spend the hour selling and binding, not reconstructing intake

If you want that without standing up an internal design-and-engineering team, start a free trial. We set up the form and broker mode for your brokerage. No payment required to begin.