Features
Collect, qualify, and convert more quotes.
One platform, six pieces. Here's everything Intakecore improves.
Forms & intake
A branded, mobile-friendly quote form for any line—auto, home, commercial, marine, or whatever you write. Clients complete it themselves, or your CSRs run it over the phone in broker mode.
Automated follow-ups
Every quote request gets a white-labeled follow-up automatically—a confirmation the moment a client finishes, or a timed reminder if they drop off halfway through.
Website & AI search
We rebuild or refresh your brokerage site so it's fast, SEO-optimized, and tuned for AI search engines like ChatGPT and Gemini—plus an on-site chat assistant that captures interest 24/7.
Custom rating & decline rules
A separate consulting engagement: tell us how you price a line and what makes a risk ineligible, and we build your rating formula and hard decline rules into your own quoting engine.
Reporting
See exactly how your forms perform—lead volume by day, completion rates, where clients drop off, and how leads break down by line of business.
Broker dashboard
Every submission lands structured and ready to rate. Your team reviews, qualifies, and manages leads from one dashboard instead of a spreadsheet or an inbox.
Free for your first 90 days.
No credit card, no setup fee. Then one simple plan at $199 CAD/month.