"I absolutely love this tool. An auto dealership in town sent me a referral - and it was clear the prospect wasn't well-versed in insurance details (very, very few are.)
She wasn't able to tell me how much she currently pays or what for. I asked if I could take a peek at her current coverage, and that all she'd need to do is link her coverage via an app like she's linked her checking accounts to Venmo and other financial apps.
You could feel the stress evaporating! I sent her my link and got full access to all of her declaration pages in a matter of seconds."