What this tool does
This is the main free acquisition tool: a broker gets a usable chase in seconds, then is invited to track the follow-up on an InsuOrg file.
How to use it
Enter the fields, run the estimate or copy the wording, then paste into WhatsApp, email or a worksheet. This marketing site does not keep a server-side file. This browser can keep a short local history. Saving onto a policy, commission or renewal in the product requires an InsuOrg workspace.
Limitations
Generated text is a starting point. It is not a legal notice. WhatsApp delivery, opt-in and broadcasting rules remain yours. No Business API connection is made.