Forms to Magic Link turns the Word and PDF proposal forms other markets send into one online form for your client. It works across the whole schedule, including classes we do not write.
01
Private beta for brokers on our platform.
Drop in whatever you have been sent. Word or PDF, five at once from five different insurers, all asking the same twenty questions.
We pull every question out of every document. Anything that repeats across them, like trading name, ABN, address, or turnover, collapses into a single field.
Send your client one clean online form, or jump in and fill it out together at the same time. Nobody types the trading name five times.
Every answer drops back into each insurer’s original document, in the exact format they asked for, ready for you to check and send.
02
Point us to the part of your week that still feels like admin for the sake of admin. When enough brokers name the same chore, we build the tool for it next.
We only list a tool here once brokers can use it in beta.
