We’re excited to announce the release of PolicyLink 2.0 Beta — a refined experience that makes it easier than ever to collect Policy Data & Dec Pages from your prospects. While the functionality remains the same, this release lays the groundwork for exciting enhancements coming soon.

What is PolicyLink?

PolicyLink enables you to collect important insurance policy information directly from your prospects with no extra work on your part. Once completed, you’ll automatically receive:

• Premiums

• Coverage Limits

• Deductibles

• Drivers

• Vehicles

• Dec Pages

• ID Cards

• ... and much more

🧠 Best Practices for Using PolicyLink

You can create unlimited unique links — and we recommend tailoring them to your workflows:

1. Your Website
   Embed your PolicyLink on a “Get a Quote” or landing page to drive lead capture automatically.

2. Per Team Member
   Assign personal links to producers or CSRs so they can share them in one-on-one conversations or social channels. (Don’t forget to add profile pictures!)

3. For Referral Partners
   Give your referral partners a dedicated link to track their impact — and strengthen the relationship.

💡 Want more ideas? Check out our full Best Practices guide →

🚀 Getting Started with PolicyLink 2.0

1. Create Your First Link

   • Name your link

   • Assign a team member

   • Select a lead source
     See the step-by-step walkthrough →

2. Share or Embed

   • Copy the shareable link for emails or texts

   • Use the embed code on your website
     Learn how to embed →

3. Send It to Prospects
   Here’s how →

🧪 Why This Beta Matters

PolicyLink 2.0 Beta represents our ongoing commitment to making personal lines quoting frictionless and fast. While the core features remain unchanged, we’ve made improvements under the hood to support upcoming integrations, improved UI performance, and scalability.

Your usage and feedback during this beta period will directly influence what’s coming next — so don’t hold back!

📣 Share Your Feedback

Join our Facebook User Group or leave your suggestions on our Feedback Board. You can also keep up with what’s coming via our Roadmap and Changelog.

Have questions or need help? Our team is ready — just reach out via chat or [email protected].