Insurance intake software captures the data a carrier or agency needs at two high-stakes moments — the quote (a prospect requesting a price) and the first notice of loss (a policyholder reporting a claim) — and the platforms that win in 2026 are the ones that lift completion and capture richer risk context instead of…

Insurance intake software collects applicant, risk, and claims information at the start of a quote, policy, or claim — and in 2026 the form-based version of it is quietly bleeding carriers and agencies money.