Dais Portal

Automatic intake for your insurance products

An easy and clean solution for self-service intake for your policyholders. Simply answer questions, have prefill gather additional information, and get a quote.

Dais Portal

Portal is a streamlined tool used to sell directly to policyholders. Here policyholders can answer questions, get quotes, and bind policies, and they can do that without carriers or agencies having to do any costly manual quoting. Quick and easy and automated.

Customer Experience

The digital world expects to take action immediately, not to schedule a meeting or make a phone call. We make immediate action possible. Insurance is all about relationships, and this is how you supercharge your customer experience.

Prefill Services

Portal is built for speed, and prefill services help accelerate the intake process. By using known information to automatically fill in answers to unanswered questions, Prefill speeds up the quoting process and creates a better experience for your customers.

Customizable

Simple visual customization means any agency can have a beautiful intake experience. Add your brand, colors, and images you like into Portal to customize the design to fit your needs.

A beautiful intake experience for any insurer

We’ve built a platform that gives every agent the digital customer experience that was previously only available to the very largest agencies. Agents are using our Portals to attract new business as well as maintain close relationships with existing clients.

Portal is a streamlined tool used to sell directly to policyholders. Here policyholders can answer questions, get quotes, and bind policies, and they can do that without carriers or agencies having to do any costly manual quoting. Quick and easy and automated.

Portal is a streamlined tool used to sell directly to policyholders. Here policyholders can answer questions, get quotes, and bind policies, and they can do that without carriers or agencies having to do any costly manual quoting. Quick and easy and automated.

What if you could create a new insurance
product that works with your existing systems in
days instead of years?

What if you could create
a new insurance product that works with your existing systems in days instead of years?

We’re making it easy.