For independent insurance producers · Early access
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.
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
The leak in every agency
Not because clients don’t want the quote — because the way they’re asked for details fights them. Every unfinished form is a household another agency quotes.
The Chase
Today
A referral turns into four calls, a dozen texts, and an emailed PDF that never comes back — and you’re still missing a VIN.
With AllOneForm
You send one link, and the household’s details come back in one place.
The Retype
Today
You finally have everything — scattered across texts, a voicemail, and a photo of a dec page — and now you retype all of it into the rater.
With AllOneForm
It arrives as one structured record, ready to review and take into the rater.
The Silent Death
Today
A lead stalls halfway through your form, you mean to follow up, and by the time you do, they’ve gone with whoever made it easier.
With AllOneForm
Clients can save and resume later from their personal link, and follow-ups are prepared for your review. Nothing sends to a client until you review it.
One link replaces all three: your client finishes on their phone, and you review one structured record. See how it works
How it works
Your branded intake address, arranged with you at setup. Business card, QR code, or text message.
Dec pages uploaded, remaining gaps answered — or the guided tap-first form.
One client sheet, anything missing listed, ready to take into your rater.
A consented client stops partway — a follow-up is prepared for your review. Nothing sends until you review it.
Mason Campbell walks you through it personally.
The demo
The real product, with a sample agency: Alder & Main Insurance Group, producer Dana Whitfield.
Step 1 · Welcome
Step 2 · Tap-first questions
Step 3 · Dec page fast lane
Step 4 · Complete
Small first group. Spots open in the order requests come in. No card, no commitment.
Why producers switch
Already convinced? Request Early Access — no card, no commitment.
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 producers sign in to your intakes and nothing else. Never shared with another agency.
Your client data belongs to your agency. What happens if you leave is answered straight in the walkthrough.
Encrypted connection. Each agency’s data kept separate. Sensitive numbers optional, shown masked — last four digits only.
Common questions
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.
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.
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.
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.
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.
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
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.
The short form below. No payment is taken at sign-up.
A personal reply, not an automated drip — and he’ll tell you where you are in line.
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.
Requests are worked in order. No payment at sign-up.
Early access
Request a spot in the first small group. A personal walkthrough on a real client path — before any commitment.
Know a producer who chases incomplete intakes too? Send them this page.
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.