Fastest path to 'yes'—sign the quote itself, then pay.
Automating Insurance
Stop losing deals to slow processes. Our platform transforms insurance workflows into conversion machines—with proprietary modules handling everything from intake to welcome packets, while integrating seamlessly with your existing CRM and AMS.
Quote — New Lead
Rated Approved Signed Paid
Showcase
8 example workflows
See how our core modules work together to automate your entire insurance process. From Funnel Vision intake and Rater Engine pricing to Signatures and Email delivery—each workflow showcases the power of our integrated platform.
QuickQuote Lite
Program-based broker1
Quick application
Funnel Vision
2
Get quote
Rater Engine
3
Auto-approve if low risk
Conditional Logic
4
Team approves quote (if flagged)
Approvals
5
Applicant signs quote
Signatures
6
Generate invoice
Finance Builder
What to expect in your demo
Your workflow mapped
We’ll model your exact insurance process using BindRabbit’s proprietary modules in real-time.
Live automation
Watch our AI develop your pipelines and populate ACORDs instantly from sample data.
Integration overview
See how our platform syncs seamlessly with your existing CRM, AMS, and carrier systems.