An intake link is often a prospect's first impression of your agency, and until now, it was just a link. Trailhead turns it into an introduction, letting you add your photo, contact info, and branding before anyone shares their insurance information. Paired with Sharing Paths, it gives clients context first, then lets them choose how they want to share. It's especially useful for referral driven agencies, where a personalized link makes a referral feel intentional instead of anonymous. Trailhead is available now on Elevate, Peak, and Summit plans.
Product Updates
4
min read

Trailhead: A Better Insurance Intake Experience Starts Before the First Click

An intake link is often a prospect's first impression of your agency, and until now, it was just a link. Trailhead turns it into an introduction, letting you add your photo, contact info, and branding before anyone shares their insurance information. Paired with Sharing Paths, it gives clients context first, then lets them choose how they want to share. It's especially useful for referral driven agencies, where a personalized link makes a referral feel intentional instead of anonymous. Trailhead is available now on Elevate, Peak, and Summit plans.
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Becoming SOC 2 Type 2 certified means that we had an independent auditor evaluate our product, infrastructure, policies and governance over an extended period of time, and certify that we meet or exceed specific levels of controls and processes to keep data secure.
Product Updates
5
min read

We’re SOC 2 Type II Compliant! Here’s What That Means for You

Becoming SOC 2 Type 2 certified means that we had an independent auditor evaluate our product, infrastructure, policies and governance over an extended period of time, and certify that we meet or exceed specific levels of controls and processes to keep data secure.