Cut Insurance Quote Turnaround and Close 40% More Policies

Send one link, clients complete everything on their phone in minutes. You get organized, AI-enhanced data ready to quote - faster quotes and more sales.

No Card Required

Works with any carrier

5-Minute Setup

Collecting Client Information Shouldn't Be This Hard

Every insurance quote starts the same way: you need information from your client. What should take minutes turns into days of back-and-forth, slowing down your quote process.

Insurance agent juggling multiple devices and emails

Information Scattered Across Multiple Channels

Your clients send information in pieces across text, email, WhatsApp, and phone calls. You're juggling screenshots and forwarded messages trying to assemble one complete quote. Half the documents are missing, and you can't track what you've already received.

Frustrated insurance professional reviewing incomplete client documents

Incomplete Information and Endless Follow-Ups

You finally get what you requested, but critical details are missing. Blurry photos, cut-off documents, incomplete information. Each follow-up adds 1-2 days to your turnaround, and hot leads turn cold while waiting.

Confused insurance client trying to understand policy requirements

Clients Don't Understand Insurance

"Declarations page?" "Policy schedule?" Your clients don't speak insurance terminology. You waste time explaining what documents you need and where to find them. The communication gap delays quotes and frustrates everyone.

Insurance agent performing manual data entry from client information

Manual Data Entry Into Carrier Systems

You manually type everything from photos into your rating system—names, addresses, policy numbers, coverage limits. One typo means wrong quotes. One transposed number means starting over. This shouldn't exist in the 21st century.

One Platform. Complete Control. Faster Quotes.

Paca gives you one streamlined platform to collect client information, deliver quotes, and close policies faster.

AI-Guided Data Collection: Get It Right The First Time

Send a link. Clients complete a wizard that uses AI to validate every upload in real-time. Blurry driver's license? The AI flags it instantly and asks for a clearer photo. Incorrect document? AI detects it and guides them to the right spot. Your clients submit complete, high-quality data the first time—no more follow-up requests.

AI-powered insurance quoting dashboard with real-time document validation

AI Extracts Data From Documents—Zero Manual Typing

Stop typing names, addresses, VIN numbers, and policy details from photos. Paca's AI automatically reads and extracts all information from uploaded documents—driver's licenses, insurance cards, vehicle registrations, policy declarations. The data populates instantly in a clean, organized dashboard ready to copy into your rating system.

Insurance quote delivery and client communication interface

Turn Quote Delivery Into Your Competitive Advantage

Upload quotes from any carrier, and clients see a clean, mobile-optimized comparison view—coverage details, pricing, carrier info, all side-by-side. They review on their phone during lunch, compare options with their spouse that evening, and text you their choice by morning. Professional presentation = faster decisions.

Insurance agent workflow automation showing quote comparison view

Give Clients a Policyholder Portal—Happy Clients and More Business

After you bind a policy, it goes straight to your client's digital wallet—insurance cards, policy documents, declarations pages, all accessible 24/7 from any device. An AI chatbot lives inside every client's portal, answering routine questions instantly. 'What's my deductible?' 'Where do I file a claim?' 'Can you resend my insurance card?' The AI handles it in seconds while you're closing new business.

Paca insurance quoting software main dashboard with client policy wallet

Your Book of Business Won't Grow Itself

Stop losing quotes to slow turnaround. Start closing 40% more policies with automated data collection and professional quote delivery.

Start Your Free 14-Day Trial

No Card Required

Works with any carrier

5-Minute Setup

How Paca Works

From scattered information to complete quotes in minutes not days.

Insurance quoting software client intake form on mobile device

1. Send a Link. Get Complete Data.

Clients complete a guided wizard that validates every upload in real-time. No more blurry photos or missing information.

AI extracting driver data from uploaded documents for insurance quotes

2. AI Extracts Everything.

Paca's AI automatically reads and extracts all information from documents—driver's licenses, policy details, vehicle information. Data populates instantly in your dashboard.

Insurance quote comparison view showing multiple carrier options side by side

3. Send and Compare Quotes

Upload quotes from any carrier and clients see a clean, mobile-optimized comparison view. Compare options side-by-side and make decisions in minutes.

Client policy wallet with AI chatbot for 24/7 insurance questions

4. Client accept the quote

After binding, clients access their insurance cards and policy documents in a digital wallet. An AI chatbot answers routine questions 24/7, freeing up your time.

Agencies Closing More Deals with Faster Turnaround

See how agencies cut quote time from days to hours

Sarah Mitchell

Sarah Mitchell

Agency Director

Miami, FL

"We're closing 40% more quotes—prospects don't lose interest waiting anymore. Clients complete their info on their phone in minutes instead of days of back-and-forth messages."

Michael Anderson

Michael Anderson

Senior Agent

Houston, TX

"I was spending hours chasing clients for information, now they submit everything through Paca. I'm quoting 3x faster and clients love how professional it feels."

Carlos Mendoza

Carlos Mendoza

Independent Agent

Mexico City

"The renewal notifications saved me hours a week in follow-up calls. The policy wallet means clients stop calling me for their insurance cards. I've reclaimed those hours for sales."

Ready to Stop Losing Quotes to Slow Turnaround?

Your competitors are already using modern tools to quote faster and close more. Don't let slow processes cost you another deal.

Start Your Free 14-Day Trial

No Card Required

Works with any carrier

5-Minute Setup

Frequently Asked Questions

How does Paca's AI client intake work?

You send clients a link. They open it on their phone and upload photos of their license, insurance cards, and documents. Our AI validates each upload in real-time, flagging blurry photos or wrong documents instantly, so you get complete, accurate data the first time.

How does Paca reduce quote turnaround time?

Traditional intake takes days of back-and-forth emails and calls. With Paca, clients submit everything in one session on their phone. AI extracts the data automatically with no manual typing. You get quote-ready information in minutes instead of days.

How long does it take to get started?

Under 15 minutes. Create your first client intake link, customize your branding, and send it to a client. They complete the form on their phone, and you get organized data ready to quote.

Do I need to be tech-savvy to use this?

Not at all. Our platform is built for simplicity. If you can send an email, you can master this. It works like a personal assistant with no coding, no setup headaches, just results.

Will this work for my niche or agency size?

Yes. Whether you're a solo producer, part of a small team, or running a multi-state agency, Paca adapts to your market, your style, and your goals. It's not one-size-fits-all, it's one-size-fits-you.

Will my team actually use this?

Yes, because it makes their job easier, not harder. Send a link, client fills out info on their phone, data arrives organized. No learning curve, no behavior change required. Your team sends links instead of chasing emails.

What kind of ROI can I expect?

Agents report cutting quote turnaround from days to hours. Less time chasing documents means more time closing. Most see 30+ minutes saved per client and significantly higher close rates from faster response times.

What is the client policy wallet and AI chatbot?

After binding, your clients get a digital wallet with all their policy documents, insurance cards, and coverage details accessible 24/7. The built-in AI chatbot answers their routine questions like 'What's my deductible?' or 'Where do I file a claim?' so they don't have to call you.

Is my client data secure?

Absolutely. We use enterprise-grade encryption and follow strict compliance protocols. Your data stays protected, your workflows stay compliant, and your reputation stays bulletproof.

Will this replace my CRM or quoting tools?

No, it enhances them. Paca handles the client intake and data collection that happens before you quote. Think of it as the front-end layer that feeds clean, organized data into your existing systems.