InsuranceM8

Capture, organise and export insurance policy submissions locally.

🛡️ Capture, organise and reuse insurance submission data—faster quoting, fewer errors, all stored locally. Full description 🛡️ Meet InsuranceM8 — your insurance submission workspace inside Chrome. Stop repeatedly copying client details between intake forms, carrier portals and rating websites. InsuranceM8 helps insurance professionals capture, organise and reuse submission information directly beside the active form. ⚡ Quote faster Capture recognised information from the current page, review it in the InsuranceM8 side panel, then explicitly fill matching fields on another carrier or rater website. InsuranceM8 never automatically submits a form—you remain in control. 👥 Keep clients organised Build a reusable local client directory with: Contact and business information Addresses and occupations Related policy submissions Client search and selection Duplicate-client detection 🚗 Structure complete submissions Record repeatable insurance details, including: Named and additional insureds Drivers and licence information Vehicles, VINs, mileage and garaging Properties, occupancy and construction Claims, losses and violations Coverage limits and deductibles Prior insurance and underwriting notes 📊 Compare quotes and manage renewals Keep the entire workflow together: Compare carrier premiums and terms Track submission status Record renewal dates and premiums Create tasks and follow-ups Recover unsaved drafts Maintain a submission activity history 🧩 Adapt it to carrier websites InsuranceM8 recognises common insurance fields automatically. If a carrier uses unusual field names, create a website-specific mapping override for that page. 📎 Keep supporting documents nearby Attach declaration pages, schedules, images and supporting files to saved submissions. Documents remain stored locally in your browser. 🔐 Local-first by design No InsuranceM8 account required No developer-operated cloud database No analytics or advertising trackers No sale of client information Password and hidden fields excluded from automatic capture No automatic carrier-form submission Export and restore client and submission records as JSON InsuranceM8 stores information in the active Chrome profile. Protect your device, browser profile and exported files according to your agency’s privacy and retention requirements. ✅ Spend less time retyping InsuranceM8 gives agents a practical workspace for moving from intake to submission with fewer repetitive steps, better organisation and greater control. Capture. Review. Quote. Follow up. All from one side panel.