Early access

More time with your clients.
Less insurance busywork.

Producers, account managers, and CSRs use Everbind to take the manual work out of the job. Review applications, compare quotes, build proposals, draft emails, and more from the context you already have.

Early accessBook a demo

Free for individuals, with credits that reset monthly. No integrations or setup required.

CJ
Search your documents
Ask anything about your work.
Client

Hours of work that should take minutes.

A quote comparison. A proposal. A coverage summary. An answer for a client who called. Each one starts the same way: find the right document, read it again, and retype what it says. That is where the afternoon goes, and it is not the job anyone signed up for.

Everbind does the work so you can spend more time with your customers. Drop in your documents, select a tool, and Everbind will complete it in minutes.

Ask anything about your work.

From the client’s files to finished work in four steps.

01

Create a free account

Sign up with your work email. No IT ticket, no integrations, nothing to connect.

02

Drop in the documents

Drag in the client’s application, dec pages, schedules, or loss runs. PDFs, spreadsheets, scans.

03

Ask for what you need

Ask what the client has, compare the quotes, or build the proposal. Every figure is cited to the page it came from.

04

Review and export

Check the work, change anything you want, and export it to send to the client or carrier.

Every answer shows its work.

Every figure in a comparison, every value on a form, and every answer to a question carries a citation. Press it and the source opens at the page it came from, with the line marked. What Everbind could not confirm is flagged for you, not guessed.

Review applicationWorked for 1 min 12 secs

Three things would send it back. The form says 38 power units where the fleet schedule lists 41, the loss history is blank against eight claims on the loss runs, and Harborline has not signed it.

Press a citation to see where it came from.

Put Everbind to work on your next task.

From any uploaded documents.

Review
Find what is missing, wrong or inconsistent
Review ACORDsAvailable

Finds the blanks, conflicts and vague answers in an application, each cited to the page.

Use it free
Review supplementals

Reads a carrier’s supplemental against the file and lists every question an underwriter would send back.

Check an issued policy

Compares the policy to the binder and shows what differs from what was bound.

Compare a lease to coverage

Checks a lease’s insurance requirements against the policies and flags the ones that need an endorsement.

Analyze
Explain and compare what the documents say
Compare quotesAvailable

Puts two or more quotes beside the expiring policy, every figure cited.

Use it free
Compare a renewalAvailable

Shows what changed from the expiring policy and what it costs.

Use it free
Answer a policy questionAvailable

Answers from the policy, with the clause it rests on.

Use it free
Run a coverage gap analysisAvailable

Reads the quotes against expiring and lists every gap, ranked by exposure, each cited.

Use it free
Create
Build a document, a form or a workbook
Fill an ACORD form

Fills the form from the application and schedules, cited, with gaps flagged.

Build a quote proposalAvailable

Drafts a proposal from the quotes and the application, ready for your edits.

Use it free
Generate a COI or EOI

Produces the certificate from the policies and the holder’s requirements.

Build an SOV

Builds the statement of values from appraisals and schedules, gaps listed.

Available today, with new tools shipping every week.

Put your files to work in carrier portals.

Everbind’s extension helps fill carrier portal forms from the documents you provide. Just review the fields and submit. Join the waitlist for access.

Travelers
Liberty Mutual
Chubb
The Hartford
and more

Connect your agency.
Everbind does the rest.

Connect your AMS, email, Drive, meetings, and calls so the whole team can put the agency’s information to work. The agency plan adds multiple users and form templates alongside those integrations.

Book a demo
Agency management
Applied EpicAMS360HawkSoftEZLynx
Email
GmailOutlook
Files
Google DriveOneDriveSharePoint
Meetings and calls
TeamsZoomGoogle Meet
Finished work, cited
Harborline 2027 proposal9 pages, every figure cited8
Certificate for Millgate TerminalReady to send2
Email to Marcy AlcantaraDrafted for your review, proposal attached3
ACORD 125, filled47 of 50 fields, 3 flagged for review6

Security and privacy, built in.

Whether you start by uploading files or connect your agency’s systems, Everbind was built with the security and privacy your agency and clients expect.

Your data will never be used to train generalized AI models, by us or by the providers that we work with.

Visit Trust Center
  • No generalized AI training
  • Encrypted in transit and at rest
  • Restricted access
  • Limited data use
  • CASA Tier 2 Verified
    CASA
    Certified
  • GDPR
    GDPR
    Compliant
  • AICPA SOC for Service Organizations
    SOC 2
    Certification in progress
  • HIPAA Compliant
    HIPAA
    Coming early 2027

Before you start

Nothing to start, and no credit card to sign up. Every account comes with free credits each month, and each piece of work you run, a comparison, a proposal, a filled form, uses some of them. Credits reset at the start of every month, and if you run out before then you can buy more.

Start with your next client.

Start free with your files, or talk to us about connecting your agency.

Or book a demo for your agency.