You already do the work — the quoting, the binding, the renewals, the certificates. Take Interest just remembers what Outlook, Docusign, and your carrier portals each forget about the others, and hands you the book already threaded.
Outlook, Docusign, the carrier portals, a Zoom recap. They each hold a piece of the account. Take Interest pulls them into one calm thread per client, so nothing falls between the apps and no renewal slips.
One submission goes out to the whole panel. As terms come back — not just price, but limits and exclusions — they line up in one place. You compare and recommend; the inbox digging is gone.
The radar starts each renewal sixty days out. No client ever learns about a lapse from anyone but you, and never the hard way.
Northwind's exposures never bleed into Harbor's file. Your book is yours; their data is theirs. No ads. No selling. Privacy is the foundation, not an afterthought.
No forms to chase, no PDFs to dig for. They see what they're covered for, what it costs, their certificate, and what you're handling next — in plain language. Here's the space a client opens, the one waiting behind every account you keep.
Your core program is bound and active. One line is out for your signature — sign when you're ready and you're complete.
● Core program active · D&O awaiting your signatureA sample client's space. You can open the full version any time from your book.
Every client's page is woven from the book you're about to open. The walk-through ends here. Your real day begins on the next screen — threaded, with the renewal radar already watching.
Continue to your book →