Built for insurance agencies
Get what you need from clients.Without the chase.
Send your client one simple request by text or email. They upload photos, documents, forms, and signatures from their phone — no app, no back-and-forth.
14 days free · No credit card required · Set up in under five minutes
How it works
Three steps, start to finish
Send a request
Pick what you need, then text your client a link in one tap.
Client uploads
They snap photos and attach files right from their phone or computer — no app or login.
You get it instantly
Files land in your inbox, organized and ready to use.
One simple workflow
One request. Everything you need.
Guided photo capture
Overlay guides help clients shoot the exact angles you need.
Custom intake forms
Whether you're quoting a new policy or prepping for a review, request exactly what you need straight from the client.
Document Signatures
Send PDFs for signature alongside everything else you're collecting.
Automatic reminders
Nudges go out on their own so nothing falls through the cracks.
Trusted & built for you
Built for the way insurance agencies actually work.
Secure, simple, and designed to make it easy for you and your clients.
Secure file handling
Your clients' information is encrypted and protected.
No client account required
Clients can upload files with a simple link.
Automatic data deletion
All client data is permanently deleted after 30 days.
Built for insurance agencies
Designed specifically for the needs of insurance professionals.
Simple, transparent pricing
Plans for agencies of every size.
All the tools you need to collect client information, without the back and forth.
Snap
For agents and small teams
$49/month
$490/year if billed annually
- 3 users included
- 150 client requests / month
- 15 signature documents / month
- All core features
Snap Plus
For growing agencies with a team of producers.
$99/month
$990/year if billed annually
- 10 users included
- 400 client requests / month
- 40 signature documents / month
- All core features
Snap Pro
For multi-office groups writing at volume.
$179/month
$1790/year if billed annually
- 25 users included
- 1,000 client requests / month
- 100 signature documents / month
- All core features
Included with every plan
Need more? Additional requests are $0.50 each. Additional signatures are $1 each.
FAQ
Questions agents ask
Send your first request today
Try PolicySnap free for 14 days. No credit card required — add payment only when you're ready.