Insurance is sold in the gap between "I should sort that out" and actually doing it. A card that puts a quote request one tap away closes that gap.
Agents and brokers meet people who are interested but not yet ready. The card's job is to survive that delay — to still be in the phone, with a working number and a quote link, weeks after the conversation.
It also carries the compliance furniture neatly. Licence numbers and the lines of business you're authorised for can sit on the card as fields, so they travel with every share rather than living on a printed card you've run out of.
Because agents change agencies, territories and product lines, an editable card avoids the familiar problem of a drawer full of business cards with the wrong number on them. Follow your own state or regulator's rules on what must be disclosed.
Your name and agency, your licence number and the states or lines you're licensed for, a direct contact route and a quote-request link. Follow your regulator's rules on what must be disclosed in communications.
Yes — add it as a field on the card so it appears every time you share, rather than only on printed cards you might run out of.
You edit the card and every link and QR code already shared reflects it — no reprint, and no stale numbers circulating.
Yes. The free plan includes one digital business card, a QR code and sharing link, your profile, links and socials, an Apple and Google Wallet pass, and unlimited edits — free forever, no credit card. Free cards carry a small CompanyCard credit; removing it is part of Pro.
Free forever, no credit card, and your link never changes.