The Chase
Details scattered across days of calls
Four calls, a dozen texts, an emailed PDF that never comes back — and you’re still missing a VIN.
For independent insurance producers · Early access
Every client. Every detail. One form.
Your client answers once in a tap-first intake — about five minutes on their phone. You get one structured record, ready to review and take into your rater.
Small first group. Spots open in the order requests come in. No card, no commitment.
Built for independent producers, by an independent producer.
Step 1 · Welcome
Your brand leads
The demo
Your brand leads
Your agency’s name, logo, and colors lead every page your clients see. AllOneForm stays in the background.
A walkthrough on a real client path — with your agency’s name, logo, and colors on every screen.
Small first group. Spots open in the order requests come in. No card, no commitment.
About 5 min
for a client to finish, on their phone
1 link
is all a client opens — no account, nothing to install
1 client sheet
answers arrive as one structured record for your rater
Why producers switch
Clients can finish in about five minutes. You review one structured record.
Tap-first. One link. No account, nothing to install.
Details in minutes instead of days of calls, texts, and paper forms.
One link — your client answers once.
A stalled intake can be resumed from a personal link.
Save and resume from a personal link. Follow-ups are prepared for your review — nothing sends until you review it.
One structured record, ready to review.
Anything still missing is listed for your review.
Your book stays your book.
Encrypted connection. Agencies kept separate. SSNs masked to the last four. We never market to your clients.
Already convinced? Request Early Access — no card, no commitment.
The leak in every agency
Good leads are dying in your intake
The Retype
Then you type it all in again
Everything finally arrives — in texts, a voicemail, a photo of a dec page — and you retype it into the rater.
The Silent Death
The lead that quietly goes elsewhere
A stalled form, a follow-up you meant to send — and they went with whoever made it easier.
How it works
Three steps between a referral and a quote
Share your link
Your branded intake address, arranged with you at setup. Business card, QR code, or text message.
Your client finishes in minutes
Dec pages uploaded, remaining gaps answered — or the guided tap-first form.
You review one structured file
One client sheet, anything missing listed, ready to take into your rater.
Follow-ups, prepared for your review
A consented client stops partway — a follow-up is prepared for your review. Nothing sends until you review it.
Request Early Access
Mason Campbell walks you through it personally.
The math a producer runs
Win or keep two extra bundled households per producer per year and the tool is paid for on first-year commissions alone; one household’s lifetime value covers about two years of it.
Run it with your own numbers on the walkthrough.
No card, no commitment.
Your book, your data
Your clients stay your clients
Only your agency sees your clients
Your producers sign in to your intakes and nothing else. Never shared with another agency.
We never market to your clients
Your client data belongs to your agency. What happens if you leave is answered straight in the walkthrough.
How client data is protected
Encrypted connection. Each agency’s data kept separate. Sensitive numbers optional, shown masked — last four digits only.
Common questions
What producers ask first
What does it cost?
The price is not on this page on purpose: it means nothing without the workflow it replaces. You hear the exact price in minute one of the walkthrough — founding-cohort 12-month price lock included.
Why does this actually bring value?
Win or keep two extra bundled households per producer per year and the tool is paid for on first-year commissions alone; one household’s lifetime value covers about two years of it. Run your own math on the walkthrough.
Already use Google Forms or Jotform?
A plain form collects answers. AllOneForm adds the dec-page fast lane, a personal resume link when a client stops, and agent-assist on the same record — and ends with one structured record for your rater, under your agency’s brand. See the difference on the walkthrough.
My clients won’t finish an online form.
That’s the problem this was built to solve: tap-first, designed to be finished in about five minutes, with save-and-resume and the dec-page lane if they’d rather upload. Judge it on the walkthrough: watch the client path start to finish.
Is my clients’ data safe?
Client details move over an encrypted connection, each agency’s data is kept separate, and sensitive numbers are shown masked, last four digits only. We never market to your clients, and your list is never shared with another agency.
Does AllOneForm replace my rater or agency system?
No — AllOneForm is a client intake form in front of your rater: you review one structured record and take it into your rater, and EZLynx stays your system of record. See the handoff on the walkthrough.
Still deciding? The walkthrough is where you decide — with proof, not promises. Request Early Access
Early access
How the first group works
AllOneForm is in pre-launch. Our first group of producers is forming now — request a walkthrough to see if it’s a fit for your agency.
Request your spot
The short form below. No payment is taken at sign-up.
Mason replies personally
A personal reply, not an automated drip — and he’ll tell you where you are in line.
Walkthrough, then decide
A real client path, founding-cohort 12-month price lock included. Activate only if it fits.
On activation: branded intake, pipeline, dec-page fast lane, resume links, agent-assist, consent-gated follow-ups for your review, one structured record. Support is founder-direct.
Request Early Access
Requests are worked in order. No payment at sign-up.
Early access
Be in the first group
Request a spot in the first small group. A personal walkthrough on a real client path — before any commitment.
- A walkthrough on a real client path
- Pricing in minute one of that walkthrough
- No payment taken at sign-up
- Mason replies personally — no phone number needed
Know a producer who chases incomplete intakes too? Send them this page.
Request received.
Mason will reply personally to the work email you entered to arrange your walkthrough on a real client path. Requests are worked in the order they arrive; if your spot is not open yet, he’ll tell you where you are in line.