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Put your insurance client onboarding on autopilot & ​start selling more policies

Mystro General Insurance Proposal Pack is designed specifically for the insurance brokers to quickly and accurately collect business insurance proposal forms and automatically generate branded, compliant and signed PDF proposal forms ready to be submitted to insurers.

Improve data accuracy and reduce insurance application turn-around times

When sourcing for insurance policies, your clients don’t want to deal with endless paperwork. Simplify the process by going fully digital. An automated proposal form workflows will help you save time, improve customer service, and earn the loyalty of your clients.

Collect proposals faster

Make your clients' lives easier and let your brand shine with an intuitive and guided business insurance application experience on mobile, tablet, and desktop devices.

Collect proposals on all your existing channels

Mystro insurance proposal forms integrate with all web, email and marketing channels you're already using.

Automate Email & SMS notifications

Keep client's communication channel open and stay compliant with automated, fully configurable, white-label email and SMS notifications/reminders.

Compliant PDF forms

Branded proposal PDF documents are automatically generated, populated with proposer's information and digitally signed.

Ensure data quality and integrity

Make your clients and insurers happy with clean and qualify data. Quickly review, reject any question, let your clients make corrections and digitally re-sign corrected proposals on any device.

Send renewals with a click of a button

Request policy renewal forms with a click of a button or via API integration with your CRM. Proposers will review their information, make changes and digitally sign renewal forms.

Start with pre-configured apps

Never worry about proposal forms again. Automatically receive updates or new proposal forms as they become available.

Cyber Insurance Proposal

Collect proposer's information and generate branded and compliant Cyber insurance proposal PDF form.

Public and Product Liability

Collect proposer's information and generate branded and compliant Public and Product Liability insurance proposal PDF form.

Management Liability Insurance

Collect proposer's information and generate branded and compliant Management Liability insurance proposal PDF form.

Professional Indemnity For Accountants

Collect proposer's information and generate branded and compliant Professional Indemnity For Accountants insurance proposal PDF form.

Professional Indemnity For Brokers

Collect proposer's information and generate branded and compliant Professional Indemnity For Brokers insurance proposal PDF form.

Professional Indemnity For Construction Consultants

Collect proposer's information and generate branded and compliant Professional Indemnity For Construction Consultants insurance proposal PDF form.

Real Estate Agents / Business Brokers

Collect proposer's information and generate branded and compliant Real Estate Agents / Business Brokers insurance proposal PDF form.

Technology Insurance Proposal

Collect proposer's information and generate branded and compliant Technology Insurance proposal PDF form.

Business Pack Proposal

Collect proposer's information and generate branded and compliant Business Pack insurance proposal PDF form.

Medical Indemnity

Collect proposer's information and generate branded and compliant Medical Indemnity insurance proposal PDF form.

Single Project

Collect proposer's information and generate branded and compliant Single Project insurance proposal PDF form.

Recruitment and HR Indemnity

Collect proposer's information and generate branded and compliant Recruitment and HR Indemnity insurance proposal PDF form.

Architect & Engineers Indemnity

Collect proposer's information and generate branded and compliant Architect & Engineers Indemnity insurance proposal PDF form.

Medical Malpractice Insurance

Collect proposer's information and generate branded and compliant Medical Malpractice insurance proposal PDF form.

Life Science Insurance

Collect proposer's information and generate branded and compliant Life Science insurance proposal PDF form.

We are adding new insurance proposal forms daily. The new forms are ready to use instantly and will automatically appear in your account.

All general insurance client onboarding apps come with:

Interview-style form
Collect client information with intuitive conversation-style forms and a beautiful white labelled client onboarding portal.
Document generation
Instantly populate the client information you collect into custom agreements, disclosures, contracts, and other documents.
Capture electronic signature
Let clients and other stakeholders review and sign documents on their mobile phones, tablet, or computer.
Automated document collection
Automatically generate document checklists and collect supporting documents with industry-leading document collection tools.
Email & SMS notifications
and reminders
Automatically notify and update your clients via email and SMS.
Client SMS authentication
Your client portal is secured with time-limited SMS pin authentication.
Integrations
Integrate and export to third-party systems via direct integrations, Zapier, or API.
Advanced custom branding
Customise client experience and forms with your logo, colours, images and videos.
Teams
Maintain a birds-eye view across the entire organisation. Assign applications to the team members to streamline data collection workflows and collaboration.