Built for independent insurance agencies
Keep the discount. Lose the chase.
Collect the photos and documents that help keep your clients’ policy discounts in place. One simple checklist, sent by email. Reminders take it from there.
Free 14-day trial · Up to 5 clients · No credit card
- Phone-camera first
- No app or login for clients
- English & Spanish
The everyday problem
A missing photo shouldn’t become your whole afternoon.
A text on Monday. A call on Wednesday. A photo buried in an email thread. Meanwhile, the due date gets closer—and a client’s discount can lapse when proof arrives late.
Put the request, the reminders and the proof in one place, so you can spend more time helping clients.
A familiar kind of follow-up
- “Could you send that photo?”One more message to remember.
- “Which email had the attachment?”Another search through your inbox.
- “Wasn’t this due yesterday?”A deadline you shouldn’t have to hold in your head.
One checklist. A clear next step.
How it works
From “please send” to ready for the carrier.
Three simple steps. No questionnaire to build from scratch.
Pick a ready-made checklist
Start with the proof you collect every week: a doorbell photo, an odometer reading, a report card. Adjust the items and due date for your client.
Send it. Let reminders follow.
Your client gets an email from your agency and opens their checklist with a tap. Scheduled email reminders handle the follow-up.
Review, then download
Accept each item or send it back with a helpful note. When it’s ready, download one folder for your carrier portal.
Made for the person on the phone
They know you. Now the page feels like you, too.
Maria sees Reyes Family Insurance and Tommy Reyes, her agent. Then she sees exactly what to send.
No app. No account. No password.
The emailed link opens her checklist.
One tap to open the camera.
Take a photo or choose a file. Each item saves as it arrives—no extra “submit for review” step.
English or Spanish, her choice.
The client page and emails use her language.
A question belongs beside the item.
She can ask what you need without starting another email thread.
Your logo and colour lead the client page. Discount Docs stays in the background.
Try the sample: switch to Spanish or tap Take photo. Nothing is saved or sent. Try the sample page
A more organized office
Everything around the request, taken care of.
Keep the small tasks moving, without keeping them all in your head.
Reminders that follow through
Set the email reminder schedule once. Reminders stop when all required items are in.
Review one item at a time
Accept the proof you need. Send an item back with a clear note when it needs another try.
Questions stay with the item
Clients can ask about the exact photo or document. Your answer stays right beside it.
One folder for the carrier portal
Download the photos, documents and answers together. You handle the upload to your carrier.
Due dates in view
Every due date on your calendar, and what needs you first on Today.
Your whole office, together
Give owners and staff their own accounts, so the work can move with your team.
An address that feels like yours
Your agency gets its own web address, like reyes.snapdiscountdocs.com.
Built for this job
You need discount proof. Not another form-building project.
A general document tool can be a good fit for long questionnaires and complex intake. Discount Docs starts with the smaller, familiar requests an insurance office sends every day.
Start with a blank form
Choose your structure, write the questions and work out how clients should send their files.
Or start with the discount
Choose a ready-made insurance checklist. Clients see a clear action on each item, with the camera close at hand. You review the proof and download it together.
Security & privacy
Private files. Clear boundaries.
Photos of a client’s home and documents deserve care. Access is limited to the request and the agency handling it.
Private file storage.
Client files aren’t posted on a public website. A client’s link is specific to their request.
Separate agency workspaces.
Other agencies don’t have access to your clients or their files.
Control over retention.
Your agency sets how long closed-request files are kept. Clients can stop reminder emails.
Read about securityVendor one-pager for your compliance contact
Pricing
Free 14-day trial.
Up to 5 clients · No credit card. Bring a real checklist and try it with your office.
After the trial, pick the plan that fits your agency. Prices are per agency.
Solo
$29/month
or $290 a year
- 1 user
- 25 open requests
- Unlimited emails and reminders (up to 100 a day)
Agency
Most popular$59/month
or $590 a year
- 3 users
- 100 open requests
- Unlimited emails and reminders (up to 300 a day)
- Your own web address, like reyes.snapdiscountdocs.com
Pro
$119/month
or $1,190 a year
- 10 users
- 300 open requests
- Unlimited emails and reminders (up to 1,000 a day)
- Your own web address
Every plan includes
- Spanish client pages
- Calendar
- Automatic reminders
- Client questions
- Your logo and colours
- The carrier-ready download
Pay yearly: two months free.
Open requests are requests you have sent that are not finished yet. When a request is finished, its slot is free again.
A few good questions
Before you send your first request.
Do my clients need an account or an app?
No. They open the link in your email and use a page in their phone’s browser. They can take a photo, choose an existing file and come back later through the same link.
What can I ask clients to send?
Photos, PDFs, screenshots, numbers and short answers. Start with checklists for home security, low mileage, good student, roof and other discount proof, then adjust them to your agency’s needs.
Does it work in Spanish?
Yes. The client page and client emails are available in English and Spanish. Clients can choose their language. Your agency’s dashboard stays in English.
Does Discount Docs send proof to my carrier?
No. You review the items and download a folder, then upload the proof to your carrier portal. Your carrier decides what proof qualifies and whether a discount applies.
Where are the files kept, and for how long?
In private storage, never on a public page. After a request is approved, cancelled or abandoned, its photos and documents are deleted after the period your agency sets in Settings, 13 months unless you choose otherwise.
Can my staff use it?
Yes. An owner invites people by email. Owners manage agency settings and the team; staff send, review and download like anyone else.
What does it cost?
Every new agency starts with a free 14-day trial with up to 5 clients. After that, plans start at $29 a month. Choose a plan by contacting us; online checkout is coming soon.
More service. Less follow-up.
Make your next request the easy one.
Pick a checklist. Send it to a client. Give your office one less thing to chase.
Free 14-day trial · Up to 5 clients · No credit card