Send a link. Get a complete, underwriter-ready client intake form.
ECIW captures every detail your carriers need — personal auto, home, commercial fleet, BOP, GL with liquor, umbrella, WC, cyber and more. Brokers fill it in front of clients, or send a private link for the client to do it themselves on their phone.
See ECIW in Action
A guided tour through the actual broker workflow — from dashboard, to client self-service, to one-click branded PDF packets.
Broker dashboard
Client intake forms
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Instantly manage all client intakes in one clean dashboard
01 / 08Real screenshots from the live ECIW platform.
Choose your path
Brokers run the full professional client intake form, including dashboard, PDF export and file uploads. Clients get a friendly, plain-English version on their phone — no sign-up required.
I'm the broker / agent
Sign in to your dashboard to start a fresh client intake form live in front of a client, or click Send to client to email a private link for them to fill on their own.
- Full pro client intake form — every carrier field
- Dashboard, search, status filters
- One-click Send to client link
- File uploads (DL, photos, declarations)
- PDF packet with your logo
I'm the client / prospect
Did your broker send you a private link? Open it on your phone or laptop and answer a few simple questions — no jargon, no account, no spam. Your broker handles the rest.
- Plain-English questions, no insurance lingo
- Friendly explanations on every step
- Auto-saves as you type
- Snap photos of your driver license / property
- No login or password required
How to Get Started as a Client
Your broker will send you a secure, private link that looks like this:
https://workflow.eciw.us/c/abc123xyz789Simply tap the link they send you (via email or text message) to begin filling out your intake form.
No login or account is required.
Every detail your underwriter wants — without scaring your client.
Built with input from working P&C brokers. Zero filler. Zero clicks wasted.
Lightning-fast intake
Smart conditional logic shows only the fields that matter — clients glide through instead of abandoning.
Carrier-grade by default
Every question underwriters expect: VIN, MOD, payroll, class codes, prior losses, additional insureds.
Secure share links
Single-use private tokens scoped to one client. 14-day expiry. Revoke or regenerate in a click.
Works on any device
Installs as a Progressive Web App. Clients fill on their phone; brokers review on desktop in real time.
Effortless for clients
Plain-English wizard, inline tooltips, auto-save, photo upload — zero insurance jargon, zero friction.
One-click underwriter packet
Generates a polished, agency-branded PDF laid out exactly how carriers expect to see it.
From "hello" to "bound" in four moves.
The whole flow is built to feel like a polished concierge — not a tax form.
Broker creates the client intake form
From the dashboard. Add the client's name and email; pick personal, commercial, or both.
Send the secure link
Click Send to client. We generate a one-off private token URL you can paste into any email.
Client fills it on their phone
Plain-English wizard. Auto-save. Photo upload for driver license or property. Submit when done.
Broker reviews & exports
Dashboard pings on submit. Review, refine, attach docs, generate the PDF packet, send to underwriting.