Viewing as Super admin · Owner · Chris
Process 3 of 10
Customer process
A household's journey from first question to renewal. Figures are illustrative demo values.
Today's agency
Disconnected tools
1
Fills web form
Website
2Retyping
Repeats it on the phone
Phone
3Email
Drop-off
Waits 2–3 days for quotes
4
Signs paper / PDFs
DocuSign
With Greyline
One connected flow
The result on your dashboard
Before vs after, and where each gain shows up
82%better on “Intake to options” (2–3 days → 11 min)
Today's agencyWith Greyline80% better · Times address is entered82% better · Intake to options47% better · Quote-to-bind rate
Where you see it
intakeContact detailsEntered 5× → 1×Open screen →intakeHousehold & propertyAddress lookup fills property details from public records.Open screen →intakeVehicles & driversOnly asked when a car is chosen; the rest is looked up.Open screen →intakeCurrent coverage61 fields, 0 retypedOpen screen →intakeReview & submitOne review, then submit to create the household and shop carriers.Open screen →customersHouseholdThe intake answers now form one household profile.Open screen →marketQuotes shopped2–3 days → 11 minOpen screen →customersTimelineIntake, import and quotes logged automatically.Open screen →portalWhat the customer seesThey see their own options on their phone.Open screen →
Times address is entered
51
Intake to options
2–3 days11 min
Quote-to-bind rate
18%34%
Who is involved
Customer
Answers once, chooses
Producer
Confirms before bind