Insurance verification, urgency scoring, treatment routing, medical history flags, and scheduling preference — captured before the phone rings. Your front desk stops being an intake department and starts being a patient experience team. After-hours callers get voicemail and call someone else. This system captures everything your front desk would ask — at 11 PM on a Sunday.
15min of quotes never bind. You're running carrier submissions on prospects who are using you as leverage with their incumbent. A $200 renters shopper and a $50K commercial account arrive through the same contact form. You don't know which until you've already built the quote.
10 weighted questions capture coverage type, client category, premium volume, shopping trigger, claims history, coverage gaps, current status, decision authority, purchase drivers, and referral source. Commercial accounts route to producers. Personal lines route to service staff or self-service.
A single $12K+ annual commercial account — the kind this system surfaces and routes to your best producer — covers the cost of the entire Site build. Stop practice quoting. Start qualifying.
10 questions. Coverage gap scoring. Premium volume qualification. Claims history flag. This is what arrives in your inbox before you open a single carrier portal.
The intake qualifies them. The platform keeps them. Secure document vault, messaging, scheduling, payments, and e-signatures — all under your practice brand. No third-party login. No "powered by" someone else.
Launch Client Portal Experience →Opens fullscreen · Interactive walkthrough · 2 minutes
Yes. Question 1 routes commercial, personal, life/health, and specialty prospects into separate scoring paths. Commercial accounts get premium volume weighting and claims history flags. Personal lines get simpler qualification and can route to service staff.
Yes. Question 5 captures claims history directly: clean record, minor claim, significant claim, multiple claims, or unknown. Multiple claims don't disqualify — they change the carrier pool and set accurate expectations before you invest time in submissions.
Question 6 asks directly about known or suspected gaps. This is where brokers differentiate from order-takers — the intake surfaces gaps before the consultation so you arrive as the advisor, not the vendor running quotes on request.
The Site and Platform tiers include routing logic: commercial accounts to producers, personal lines to service staff, specialty to niche specialists. Works for solo agents, teams, and full agencies.
Yes. Tier 1 and 2: every file delivered, host anywhere. No BrightFire or Agency Revolution dependency. Your intake system runs on your domain under your brand forever.
$1,000. We build a live preview of your agency's intake system at yourpractice.iecan.io within 7 business days. Your branding, your coverage lines, your scoring criteria. 100% credited toward The Site or The Platform.
$1,000 Discovery Build. Live at yourpractice.iecan.io within 7 business days. One new patient family covers the whole system.