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Swiftlook
For insurance agents

They're never going to open the PDF.

You emailed the comparison. They said they'd look at it tonight. Tonight turned into next week and next week turned into the renewal going to someone else. Put the grid on their screen while you're still on the phone.

From $24.99/mo · see all plans

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swiftlook.co/v/8t2k
Homeowners comparison · Meridian
Carrier A
$1,204/yr
Carrier B ★
$1,089/yr
Carrier C
$1,342/yr
Deductible$1,000
Coverage A$425,000
Bundle discount-$142
Live · Homeowners quote
What you're dealing with

The book that doesn't download apps.

  • A large share of your book is over 55 and will not install an app to see a quote
  • “Email it to me” is where comparison shopping goes to die
  • You’re describing a four-carrier grid out loud and hoping the numbers land
  • The client is in a parking lot on an iPhone, not at a desk
With Swiftlook

The comparison, on their screen, right now.

  • Text or email them a link — no app, no account, no sign-in
  • Point at the deductible while you’re talking about the deductible
  • Works on any phone, including a nine-year-old Android on a rural connection
  • Share one tab, so the rest of your quoting system stays private
In practice

How insurance agents use Swiftlook on quote calls

A quote call has one visual moment that decides the sale: the side-by-side. Four carriers, four deductibles, four premiums, and a bundle discount that changes when the auto policy comes over. Reading that grid out loud is how the deal ends up with whoever emailed a cleaner-looking PDF. Sharing it on the phone is how you close before you hang up.

The typical Swiftlook agent shares out of EZLynx, Applied Epic, HawkSoft, Tarmika, or the carrier portal directly. They pull up the comparison, text the client a link mid-sentence, and by the time they’ve said “you should be seeing three carriers,” the client sees three carriers. No “can you hear me OK,” no permission dialog, no App Store detour. On an iPhone the link opens in Safari; on Android it opens in Chrome. Nothing installs.

The parts that matter — deductible, coverage A, bundle discount, endorsements — get pointed at while you explain them. Renewal deltas become a comparison of two years side by side instead of a phone call that sounds defensive. Declarations pages become the conversation that prevents an E&O claim later. And because Swiftlook is one-directional, the client sees only what you choose to share — one tab, not your entire agency management system with everyone else’s data in the sidebar.

Every session is logged. Watch time, whether the link was opened, which follow-up worked. When you call back on a hot renewal, you already know whether they actually saw the comparison the first time.

What you can show

Everything you were about to email.

Carrier comparison grids
Put four quotes side by side and walk down the column that actually matters instead of reading numbers aloud.
Declarations pages
Show them what they have today before you show them what they could have.
Policy exclusions
Scroll to page 14 and point at the sentence. This is the conversation that prevents an E&O claim later.
Renewal deltas
Last year against this year. When premiums jump, seeing the change beats hearing about it.
Applications in progress
Show them exactly what you’re entering on their behalf, in EZLynx, Applied Epic, HawkSoft, or the carrier portal.
Claims walkthroughs
Walk them through the carrier’s claim portal once so they can do it themselves at 11pm on a Sunday.
FAQ

Insurance-specific questions.

Does my client need to download an app?+
No. The link opens in whatever browser is already on their phone. No App Store, no Google Play, no download of any kind.
Does it work on an iPhone?+
Yes, in Safari. No App Store, no Apple ID prompt, no App Tracking Transparency dialog. The link opens directly to your screen.
Can I share only my quoting tool?+
Yes. Pick a single tab in the browser share picker and everything else stays private — even other client files open in adjacent tabs.
Does it work with my agency management system?+
If EZLynx, Applied Epic, HawkSoft, AMS360, or your carrier portal runs in a browser, you can share it. That covers essentially every AMS in production use today.
Is Swiftlook HIPAA-compliant for health insurance quotes?+
Sessions are not recorded by default, media is never persisted, and one-directional sharing means the client’s device never transmits data to us. If you sell group health or Medicare and need a signed BAA, contact us — we can accommodate on Enterprise plans.
Is the session recorded?+
Not by default. If you turn recording on for compliance reasons, sessions are stored in your organization only and you control retention.
What if they can’t find the text?+
Fall back to email — same link, same behavior. You see delivery status live in the presenter view so you know within a second whether SMS actually landed.
Can I use Swiftlook if my client is on a landline?+
The person on the phone needs a device with a browser — a smartphone, tablet, or laptop within reach. Most agents send to their client’s cell phone even while the call runs on a landline.
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