For insurance agencies

Stop chasing clients for photos and paperwork

Text your client a link. They upload what you need. You get it by email — no app, no back-and-forth.

No credit card required · Set up in under five minutes

Phone showing a PolicySnap client checklist with photo upload cards

How it works

Three steps, start to finish

01

Send a request

Pick what you need, then text your client a link in one tap.

02

Client uploads

They snap photos and attach files right from their phone — no app or login.

03

You get it instantly

Files land in your inbox, organized and ready to use.

Built for the work

Everything you need to collect it right the first time

Guided photo capture

Overlay guides help clients shoot the exact angles you need.

Custom checklists

One agency-wide checklist list — agents just tick what this client needs.

Automatic reminders

Nudges go out on their own so nothing falls through the cracks.

Secure expiring links

Every link is unique, single-purpose and expires on schedule.

Trusted by independent agencies

Agency NameAgency NameAgency NameAgency Name
“Placeholder testimonial — a short, specific quote about how much faster claims documentation moves now.”
Agent Name, Title · Agency Name
“Placeholder testimonial — a short, specific quote about how much faster claims documentation moves now.”
Agent Name, Title · Agency Name

Pricing

Simple plans that scale with your team

Solo Agent

For independent agents running their own book.

$29/month

  • 1 agent seat
  • 50 requests / month
  • Shared agency checklist
  • Email support
Get Started
Most popular

Agency

For growing agencies with a team of producers.

$99/month

  • Up to 10 agent seats
  • 500 requests / month
  • Custom branding on client pages
  • Admin visibility across all requests
  • Priority support
Get Started

Enterprise

For multi-office groups and carriers.

Custom

  • Unlimited seats
  • Unlimited requests
  • SSO & custom retention
  • Dedicated onboarding
Contact us

FAQ

Questions agents ask

Send your first request today

Set up your agency in a few minutes and stop writing follow-up emails.