Design partners

Pilot InsuraCards on your desk

Stop hunting carrier phone numbers. We're looking for a small number of agencies to run a real pilot—private carrier cards and Ask Becky—starting with a free 14-day cloud trial.

Arkansas-first when we can meet local desks. Remote pilots welcome.

Who this pilot is for

  • Independent or regional P&C agencies with more than one person on the phone
  • Desks that still hunt carrier numbers in PDFs, inboxes, or “ask so-and-so”
  • Ops, CSR leads, principals, or AEs who want a practical tool—not another AMS
  • Cloud trial first; OnPrem later if IT needs firm-network hosting

What you get

Carrier contact cards

Searchable private cards: phones, emails, vertical specialists, policy tags, team notes.

Ask Becky

Shared client producers, contacts, and notes—so knowledge stays when someone is out.

Desk walkthrough (optional)

About 15 minutes on your real workflow. No hard sell. Feedback is the price of the pilot.

What we ask

  • Try the product on a real desk task this week (trial is free)
  • 15 minutes for a walkthrough if you request one
  • Honest feedback: what worked, what didn’t, what you’d pay for later
  • No obligation to buy; easy out if it’s not a fit

What this is not

  • Not a free custom build of your AMS
  • Not underwriting, rating, or claims software
  • Not a public industry contact dump—your agency’s private workspace only

How a pilot works

  1. 1

    Start the free cloud trial

    Create a workspace, add a few carriers your desk actually calls, leave a note. Self-serve—no sales meeting required.

  2. 2

    Optional 15-minute walkthrough

    Request below if you want a live look with a founder. We stay on your desk problems—not a slide deck marathon.

  3. 3

    Feedback → next step

    Keep using the trial, talk seats later, or stop. If IT needs private hosting, we have OnPrem—after the desk has seen the product.

Request a pilot walkthrough

Prefer to go straight in? Start the free trial. Form goes to the founders—not a spam list.

Or start a free 14-day cloud trial— many pilots start there, then we schedule a short desk walkthrough.