Stop losing prospects to slow processes. Our platform handles your entire workflow—from initial quote to signed policy—using BindRabbit’s proprietary modules while syncing with your existing CRM and carrier systems.
Stop losing prospects to slow processes. Our workflow eliminates the delays that kill momentum—from initial quote to signed policy, everything flows seamlessly while syncing with your existing systems.
BindRabbit Funnel captures exactly what you need while BindRabbit Rater gets competitive quotes. No more endless forms or manual data entry.
Build personalized proposals that convert. BindRabbit Approvals routes to the right people with full audit trails and SLA tracking.
E-sign packages that work on any device, with secure payment links delivered instantly when signatures complete. Everything flows automatically.
Professional email templates and welcome packets delivered automatically. Your clients get a seamless experience from start to finish.
A: Yes! Our workflow runs in BindRabbit’s ecosystem using our proprietary modules, but we integrate seamlessly with your existing CRM, AMS, email systems, and payment processors.
A: Most brokers close their first automated deal within a week. Setup is that simple.
A: Every step is configurable. Many brokers start simple and add complexity as they see results.
10-minute live demo • See your exact workflow • No sales pressure
