BROKERS AND AGENTS

Automate manual tasks at nearly every stage of the lead-to-submission process

We improved the application process – helping you gain more prospects and clients, even for complex commercial industries.

Initial Lead

Calefy goes on your website, so leads can enter their own information.

Data Validation

Lead information is automatically verified with third-party data integrations.

Rapid Submission

Fully completed, ready-for-market applications appear right in your inbox.

How will Calefy benefit your brokerage?

Increased API connectivity
Increased connectivity with insurers
Get up to speed with digital brokerages
Enhanced customer experience
Automatic data validation
Improved employee satisfaction

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Find out how Calefy can take away the most tedious 20% of your job

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