A dec page, a forwarded email, a voicemail left on their lunch break. Attach it to the quote you’re starting and the details come across with it, instead of being typed in a second time.
Dec pages, ID cards, prior policies — PDFs, photos or scans of whatever the client actually sent you.
Upload a recording of the call, or a memo dictated on a phone. We transcribe it and read the transcript the same way we read a document.
Write or paste an email, a chat, or the notes you took on the call. Notes can go in alongside the files, or on their own.
Documents, a recording and notes can go in together. Whatever you happen to have is what you send.
The block is headed Documents & Notes and sits on the first screen of a new quote. There’s no separate screen to visit and nothing extra to save.
Press Start Quote and the button reads “Reading your documents…” while it works. The reading and the intake happen together, so there’s nothing to sit through in between.
Anything read from a document is labelled as coming from your uploads, so you can tell at a glance what came off the dec page and what came from somewhere else.
What you attached stays on the quote, open beside you while you work. You can go back to the dec page to check something instead of hunting for the email it arrived in.
It’s a head start on data entry, not a decision. Anything it got wrong is a correction you make as you work through the steps, the same as any other field.
There’s a step-by-step walkthrough in our support guides, including which file types work best and what to expect on the review.
Read the walkthrough