A conversation that helps.
Lisa guides applicants through the form, responds to insurance questions and helps complete permitted fields by voice.
THE UNDIVO PLATFORM
Connect the application, the conversation and the work behind it. Start with commercial trucking. Build around your carrier’s process.
Lisa guides applicants through the form, responds to insurance questions and helps complete permitted fields by voice.
Set carrier branding, intake requirements and rating rules. Give producers a consistent starting point for each carrier.
Bring client records, fleet schedules, signed applications and supporting documents into one organized workspace.
FROM FIRST QUESTION TO NEXT STEP
An insurance workflow should feel connected. For everyone involved.
START WITH A CLEARER PICTURE
Give applicants a guided path through company details, fleet information and coverage needs. Lisa helps explain the next step, while your requirements keep the application on track.
Explore the platformApplicants review and confirm their information.
CONVERSATION, IN CONTEXT
Questions do not arrive in a perfect order. Lisa helps applicants understand requirements, work through missing details and navigate the form through a natural conversation.
YOUR PROGRAM, YOUR PARAMETERS
A useful insurance platform knows the difference between preparing a case and approving it.
Set intake sections, driver requirements, branding, rate visibility and carrier program details.
Keep estimates, quote preparation and release permissions distinct. Availability follows the carrier’s enabled workflow.
Bring documents, acknowledgments, fleet details and activity together, with access appropriate to each user’s role.
A BRIGHTER INTELLIGENCE AHEAD
Start with your workflow. We’ll show you where Undivo fits.