The quote's in. Bind it in minutes, not hours.
ReadySetBind turns an underwriter's quote PDF into a verified, signed bind request — and keeps your whole book of in-flight placements moving on one board. You stay in control; the busywork doesn't.
- Read-only — we never write to your AMS
- Every field human-verified before bind
- We chase signatures so you don't have to
- $0 per-envelope e-signatures
Reads the quote and tags where signatures go.
- Minutes per placement
- 30→5
- Per-envelope e-sign fees
- $0
- Fields human-verified
- 100%
- AMS access
- Read-only
Illustrative targets, not measured benchmarks.
Ready, Set, Bind
Three phases, one continuous workflow — with a human checkpoint before anything leaves your agency.
- ReadyPrepared
Drop in the quote PDF. ReadySetBind pulls the placement data, tags the signature fields, and matches the document against forms you've processed before.
- SetVerified
Review every field against your AMS, confirm or correct it, and set up signing. Nothing moves forward until a person signs off.
- BindDispatched
Send the bind request to the underwriter and archive the full package — every step recorded in an append-only audit trail.
Every placement on one board
ReadySetBind isn't a one-shot converter. Your in-flight placements live on a single pipeline board that flags what needs attention and warns you before a renewal slips.
- See what needs attention, what's waiting on a signer, and what's ready to bind — at a glance.
- Coverage-at-risk flags surface expiring policies before they become a problem.
- Search your book by insured, carrier, or pipeline number in one field.
Illustrative — placement names are examples, not real client data.
It learns your forms
The first time you process a form, your corrections are saved to your agency's library. As that library grows, ReadySetBind gets faster at the forms you see again — your corrections, your templates, your agency.
Recognizes forms it has seen
ReadySetBind is built to identify a form by its printed form number and layout — not the client data filled into it.
Your corrections become templates
Fix a field once and it's saved to your agency's library — so the more you process, the less re-checking each familiar form needs.
Known forms stay in-house
The goal: forms you've already taught it are matched against your own library, so familiar paperwork doesn't need to go out for extraction again.
- ACORD 130 (2013/09)Field map reused
- ACORD 125 (2016/03)Field map reused
- Agency broker feeField map reused
- Carrier endorsement — newNeeds review
Illustrative — recognition improves as your agency's template library grows.
Everything between quote and bind
The repetitive, error-prone steps — handled, with you in the loop where it counts.
Guided placement-to-bind
One workflow from quote PDF to signed bind request. You always know what's done, what's next, and what's waiting on someone else.
Human-verified before bind
Placement data is pre-filled, then checked field-by-field against your AMS and confirmed by a person — so transcription errors never reach the carrier.
Built-in e-signatures
Send signature requests and track status from inside the workflow, powered by DocuSeal — with no per-envelope fees.
Read-only & audit-logged
We read from NowCerts / Momentum but never write back, and every action is recorded in an append-only audit trail.
Tenant-isolated & vaulted
Each agency's data is isolated with row-level security, and integration credentials live in an encrypted vault — never in plaintext.
Works with your stack
Connects to your NowCerts / Momentum AMS and handles e-signature and email delivery in-house. It fits your tools instead of replacing them.
The whole placement, operationalized
Everything between quote and bind — plus the controls a working agency needs to run it their way.
Pipeline board
Every placement on one board, with coverage-at-risk flags before a renewal slips.
Automated reminders
24h / 48h signer nudges and pending-bind reminders fire on the schedule you set.
Cover builder
Design cover sheets once, save them, and auto-apply your agency default to new placements.
Broker-fee engine
Tiered fee brackets with floors and caps — itemized straight into the bind email.
Per-carrier rules
Bind email, counter-signature behavior, and name aliases configured per carrier.
Notification routing
Route each event to the right people over email or Slack — nothing important gets missed.
Integration health
See AMS sync status at a glance and catch a broken connection before it bites.
Team & roles
Invite your team, assign roles, and keep every action attributable in the audit log.
We chase signatures so you don't have to
Set your nudge windows once. ReadySetBind follows up with signers on schedule and reminds you when a bind is sitting — so nothing stalls because someone forgot to click.
- Day 0Signing invite sent
Client and agent, in the signing order you set.
- +24hAutomatic nudge
Signers who haven't signed are reminded — no action from you.
- +48hEscalation
A second nudge goes out and your team is notified.
- SignedPending-bind reminder
You're prompted while the request is sitting ready to send.
Guided setup, one step at a time
No implementation project. A short wizard walks you from connecting your AMS to your first bind — each step is self-contained, so you can stop and pick it back up.
Connect your AMS
One API key — NowCerts / Momentum.
Sync carriers
Pull carrier contacts straight from your AMS.
Configure carriers
Bind emails, counter-sig rules, aliases.
Set up email
Sending and delivery, ready to go.
Invite your team
Add members and assign roles.
First placement
A guided run through Ready → Set → Bind.
Put your own numbers in
Every placement you don't re-key by hand is time back. Adjust the sliders to your book — the estimate updates as you go.
An estimate, not a guarantee. Time saved depends on your forms and how much re-keying you do today. The default 25 minutes reflects our stated 30-to-5-minute fast path.
Built for everyone who touches the placement
Independent P&C agencies, from solo producers to growing teams — each role gets time back where it hurts most.
Agency owners
Every field is human-confirmed before bind — a checkpoint your E&O posture will appreciate — and you can see each placement's status at a glance. Founding-agency pricing locks your rate.
CSRs & account managers
Stop re-keying the quote. Fields arrive pre-filled and checked against your AMS, so the work is a quick scan instead of a full re-entry — and fewer transcription errors reach the carrier.
Producers
Quote to signed bind request the same day. Signatures and tracking are built in, so your client isn't left waiting on paperwork.
Built for data you can't afford to mishandle
Independent agencies hold sensitive client and carrier data. ReadySetBind treats it that way by default.
Read-only AMS access
We read from NowCerts / Momentum to verify your data. We never write back to your system of record.
Append-only audit log
Every extraction, edit, signature, and send is recorded. Nothing can be quietly altered or deleted.
Per-agency isolation
Row-level security keeps each agency's placements, documents, and contacts walled off from every other tenant.
Encrypted credential vault
Carrier and integration credentials live in an encrypted vault — never in plaintext database columns.
Early, on purpose — and building in the open
We're onboarding our first agencies now. Rather than borrow a stock quote, here's the honest state of things.
Built with agencies, not at them
We're shaping ReadySetBind hand-in-hand with independent P&C agencies on NowCerts / Momentum — real placements, real feedback, every week.
On infrastructure you can vet
Read-only AMS access, an append-only audit trail, and per-agency isolation are in place today — not a roadmap promise.
A founder on the other end
Join the waitlist and the note you send reaches us directly. We read every one and reply — no support-ticket void.
Want to be one of our founding agencies? Join the waitlist.
Be first in line when we open access
ReadySetBind is rolling out to independent agencies now. Join the waitlist and we'll reach out as we onboard your AMS and forms.
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