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One client record. Every application.

Upload the carrier’s application PDFs or a scan and fill them from the client’s record. AppliFlo for Chrome fills carrier portals page by page and stops before you submit. Applications and disclosures go out for signing with a seal.

Get started freeAppliFlo for Chrome
  • Any carrier PDF or scan
  • Carrier portals filled; you submit
  • PAdES seal and audit trail
Hannah · brokerExample person · made up11:45am
Filled from one record

The same client details, typed into every application.

Filled from the client’s record. You check each page, then submit.

Insurance

Application PDFs and portals filled from one client record.

PDF formsChromeSignSee how it works
  • Stat Dec (Cth)AGD · 2p
  • W-9IRS · 6p

The same insured, re-keyed into every portal.

A renewal or a new risk means the same business details typed into application PDFs and carrier portals, one carrier at a time.

  • Carrier portals

    Each carrier has its own portal, with the same questions in a different order.

  • Application PDFs

    Long applications filled by hand, with a fresh chance for a typo on each.

  • Signatures and disclosures

    Applications and disclosures to sign before cover can be bound.

One record, every carrier

Fill the PDFs and the portals from the same record. You check and submit.

  • GlobalyOSRead and write
  • HubSpotRead-only
  • CSV & ExcelUpload
HCHarbour Cafe Pty Ltdclients.csv · row 52
Contact
Sam Okafor
Address
12 Harbour St, Sydney
Employees
11
Turnover
$1.2M
Ready to fill
quote.example-carrier.com/new-business/review
STEP 4 OF 4
Review
The information is true and completeFilled
Submit · your step
AppliFlo
Harbour Cafe Pty Ltdclients.csv · row 52
Page 4 of 4
Business
Location
Cover
Stopped on the final stepYou press Submit. AppliFlo never submits or pays.
Envelope · Application + disclosure · Harbour CafeIn order
1InsuredSam OkaforSigned
2BrokerHannah RossSigned
I have answered all questions truthfully and disclosed everything relevant to this insurance.
PAdES
SEALEDcert. attached
Sent to 2 signers09:12 · 203.0.113.24
Signed by Sam Okafor09:42 · 198.51.100.7
Certificate of completion added09:58

Example data. Every person here is made up.

The forms this work runs on

2 official forms from the library, 2 agreement templates to start from, and the online forms AppliFlo for Chrome fills.

All 54 official forms

Official forms · ready to fill, no AI pages

First page of Stat Dec (Cth), Commonwealth statutory declaration (Statutory Declarations Act 1959)
Stat Dec (Cth)AGDCommonwealth statutory declaration (Statutory Declarations Act 1959)2 pages · ready to fill
First page of Form W-9, Request for Taxpayer Identification Number and Certification
W-9IRSRequest for Taxpayer Identification Number and Certification6 pages · ready to fill

Carrier and ACORD forms aren’t in the library: upload your own and they’re read with AI.

Agreement templates · starting points, check the wording

Starting pointClient consent to collect and share informationReview the wording for your case
Starting pointServices agreementReview the wording for your case

Online forms · filled in Chrome, submitted by you

  • Carrier quote and new-business portals
  • Renewal forms
  • Claims lodgement forms
AppliFlo for Chrome

Three products for this work

Bring your data from where it lives

There’s no direct management-system connector. Use a CSV or Excel export, HubSpot (read-only), GlobalyOS or the API.

Live

  • CSV & ExcelCSV · XLSX · upload when you fill
  • HubSpotOAuth, read-only
  • GlobalyOSOne-click Connect · signed copies go back
  • REST APIOpenAPI spec · Business
  • MCP serverFor AI agents · Business

Roadmap

  • SalesforceComing
  • Google SheetsComing

Questions about insurance

Something else? Ask the team.

Are ACORD forms in the library?

No. Upload the ACORD or carrier PDFs you already use. AppliFlo reads them with AI, and form memory keeps your corrections for the next client.

Does it bind cover or submit to the carrier?

No. In Chrome it fills each page and stops on the final step. You check it and press Submit.

Can we connect our management system?

Not directly. Use a CSV or Excel export, HubSpot (read-only), GlobalyOS, or the REST API and MCP server on Business.

When is the Chrome extension available?

Yes. AppliFlo for Chrome is in the Chrome Web Store, free to add, and PDF and Word forms, Sign and Docs work in AppliFlo.

Your next application, filled.

Upload a carrier application, pick the client and check the flagged fields. Free to start, no card.

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