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Make your first Snap in 3 steps

Your 14-day full Pro trial is active. Here's how to get your first quote filled in under 2 minutes.

0 of 3 complete
1

Install the Chrome extension

Takes 30 seconds. Pin it to your toolbar so it's always one click away during quoting.

ExtensionNot installed
Toolbar
2

Snap a client from your CRM

Open any client record in your CRM, then click the 1ClickForm button. It reads what's already on screen.

Insured name
Address
DOB
Coverage
3

Auto-fill a carrier portal

Navigate to any supported carrier. 1ClickForm fills the fields automatically. Review, adjust, and submit.

Insured
Property address
Coverage amount

While you're getting set up

Connect your CRM integration
Add a second agent seat
Browse supported carriers
Watch the 2-min demo video

Watch the demo

2-minute walkthrough of a full quote from Snap to carrier submit.

Supported carriers

See the full list of carrier portals 1ClickForm works with today.

View list →

Talk to a human

Questions about setup or your CRM? We'll get you live in minutes.

Book a call →