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TheOneForm
ProductOne intake. Every line. Every carrier.

The intake that does the work before your prospect arrives.

TheOneForm replaces every form, email, and phone call in your commercial intake. Pre-filled from public records and prior policies. AI-checked for gaps and conflicts. Shared by magic link with anyone who needs to touch it. One workspace. One submission out.

Coverage

48 form templates

Every line of commercial P&C, mapped.

Field intelligence

~2,000 fields

NAICS-aware. Conflict-resolving. AI-prefilled where possible.

Prefilled on arrival

>70% of fields

Public records, prior policies, uploaded docs — filled before your prospect opens it.

Works with

Any AMS

Upstream of Epic, AMS360, Hawksoft. No migration.

Pillar 01 · The Intake

One form. Filled before they open it.

Drop a dec page, paste an EIN, type a business name — TheOneForm starts working in the background, sourcing from public records and prior policies. By the time your prospect lands, most of the form is already done.

— What we already know

Public records do the boring half.

EIN, NAICS, address, ownership, headcount, revenue range — pulled from authoritative sources before the form ever opens. Your prospect verifies, not types.

— Where the dec pages go

Upload anything. We read it.

Dec pages, loss runs, schedules, supplementals — drop a PDF and the AI reads it. Even messy or partial files. Conflicts surface as conflicts, not as errors.

— Lines, all of them

48 templates. Every commercial line.

CPP, GL, Property, WC, Auto, Cyber, D&O, E&O, EPLI, Crime, Bonds. Add a line mid-intake — the form doesn't restart.

Pillar 02 · The Assistant

Every intake gets a
second pair of eyes.

As the form fills, an AI assistant works alongside you — catching gaps, surfacing exposures, comparing what the prospect said to what their documents prove. Critical, important, advisory. You decide what to act on.

— Critical

Gaps that would cost you E&O.

Missing coverage where exposure is documented. Limits below stated values. The kind of misalignment that turns into a claim against you.

— Important

Conversations worth having.

Concentration risk. Recent fundraises that need D&O. Headcount changes that need EPLI. Subject to interpretation — but you'll want to know.

— Advisory

Context, when it helps.

NAICS-typical coverages this prospect is missing. Recent news about the business. Anything we found that might shape your conversation.

Pillar 03 · The Stack

Sits upstream.
Stays out of your way.

TheOneForm replaces the chase, not the AMS. We sit between the prospect and the systems you already run. No migration. No IT ticket. Export clean data when you're ready.

— Export

Carrier-ready, on demand.

When the intake is complete, export to ACORD PDFs, push to your AMS, or send straight to the carrier portal. Same data, every destination.

— Reusable

Add a line. Not another form.

Business info, contacts, classifications — all carry over. Quote Cyber next week and 17 of 24 fields are already filled. The intake is a living record, not a one-shot.

— Standards

ACORD-aligned. Carrier-agnostic.

Mapped to the forms your carriers actually accept. Works with every market you write — domestic, surplus lines, MGA-routed.

Built for how brokers actually work

Magic links. No accounts.

Insurance work involves a lot of people — the producer, the account manager, the prospect, their CFO, sometimes their attorney. None of them should have to create an account just to fill one field.

  • Share by email. Anyone you invite gets a magic link — no password, no signup, just access.
  • Symmetric. The prospect can invite their CFO. You can invite your AM. Same workspace, same source of truth.
  • Auditable. Every change is tracked by user. Magic links expire 14 days after submission. No one keeps access forever.
15 minutesSee it on your own prospect

Run a real prospect through it. On us.

Bring a prospect you'd actually quote. We'll run it through TheOneForm on the call — pre-fill, insights, the whole flow — and you decide if it earns its place in your week.

Book a 15-min demo Your first 5 submissions on us