Everything between the quote and the bind — and everything around it.
ReadySetBind is more than extraction. It carries each placement from quote to signed bind request, chases the signatures for you, and gives your agency the controls to run it your way.
Read the quote and prepare the placement
- Direct-to-model extractionPlacement fields read straight from the quote PDF — no separate OCR step.
- Confidence + source on every fieldEach value comes back high / medium / low with where it came from.
- Form recognitionKnown forms are matched to your agency's library so familiar paperwork places faster.
- Signature-spot detectionWhere signatures go is tagged automatically as the document is read.
Cross-check, correct, and confirm
- AMS cross-checkExtracted fields are lined up against your NowCerts / Momentum records — read-only.
- Field-by-field verificationConfirm or correct each value; a person signs off before anything moves.
- Subjectivities checklistForm-specific conditions are tracked to resolution, not lost in a PDF.
- Saved verification draftsStep away mid-review and pick up exactly where you left off.
Signatures, chased automatically
- Built-in e-signatureSend and track signature requests via DocuSeal — no per-envelope fees.
- Multi-signer orderClient and agent signers in the sequence you define, with per-signer status.
- Automatic reminders & escalation24h / 48h nudges and pending-bind reminders on the schedule you set.
- Deadline extensionExtend a signing deadline in a click when a client needs more time.
Draft, approve, and send the bind request
- Drafted underwriter emailThe bind request is pre-drafted from your template with the verified data.
- Smart recipient resolutionThe right carrier / MGA contact is suggested, with the source shown.
- Broker-fee itemizationPremium, broker fee, and total due broken out automatically when a fee applies.
- Append-only audit trailEvery extraction, edit, signature, and send is recorded and can't be quietly changed.
Manage the whole pipeline
- Pipeline boardEvery placement grouped by what needs attention, what's waiting, and what's ready.
- Coverage-at-risk flagsExpiring policies surface before they slip, on a window you control.
- Search your bookFind any placement by insured, carrier, or pipeline number.
- Recycle binSoft-delete with restore — a mistaken delete is recoverable.
Configure it to your agency
- Cover builderDesign cover sheets, save them, and auto-apply your agency default.
- Per-carrier rulesBind email, counter-signature behavior, and aliases set per carrier.
- Notification routingRoute each event to the right people over email or Slack.
- Team, roles & deliverabilityInvite your team, assign roles, and manage email suppressions and health.
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.
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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