EchoFillEchoFill › Use cases › Insurance agencies
Stop retyping the same client into every carrier portal
An independent agency quotes the same risk with several carriers. A comparative rater covers some of them, but plenty of carriers still want their own portal, and each portal asks for the same client in its own layout: named insured, date of birth, garaging address, prior carrier, drivers, vehicles. A CSR who shops a renewal with four carriers types that client four times, plus once more into the agency management system.
EchoFill is a Chrome extension that fills web forms with answers you've already typed. The next update adds two tools for agencies, part of EchoFill Business: copy a client from one web page and paste it into another carrier's form, and fill a list of renewals from a spreadsheet, one client per row.
Copy from one portal, paste into the next carrier
Start from wherever the client already exists on screen as a web form: the first carrier's quote, or the client page in your agency system if it runs in the browser.
- Open the client's page and click EchoFill → Copy this page's answers to another site. EchoFill captures the answers in the form fields on that page. They stay on your computer for 24 hours.
- Open the next carrier's quote form and click EchoFill → Paste … copied from (the button names the site you copied from). Fields are matched by their label first and then by meaning, so "Insured first name" on one site and "First name of applicant" on another are meant to get the same answer.
- Check every field. Fix anything the carrier asks for differently, fill the questions only that carrier asks, and submit the quote yourself.
- Move to the next carrier and paste again. The copied answers are still there.
EchoFill fills fields and stops. It doesn't click Submit, bind coverage or pick a coverage option for you. Underwriting answers and coverage choices are exactly where a licensed person's judgment belongs, so review them every time.
Renewal lists from a spreadsheet
When a carrier re-prices a book or you're remarketing a block of renewals, the client list often already sits in a spreadsheet exported from your agency system.
- Record the carrier's quote form once with Record this form.
- Download the CSV template EchoFill makes from it, paste your renewal list into the matching columns in Excel or Google Sheets, and import it.
- Open the quote form and fill row 1. Review and submit. Open a new quote and fill row 2. EchoFill marks each row done.
If the carrier or your rater offers a proper import or a download from your agency system, use that first. Batch fill is for portals that only accept one client at a time through the web form.
What we haven't tested yet
We have not tested EchoFill on any specific carrier portal, rater or agency management system. Almost all of them sit behind an agent login, which we don't have. We test them with design-partner agencies: you show us the portal on a screen share, or tell us how the form behaves, and we fix what doesn't fill. Until a site has been tested, assume some fields will need a hand.
What EchoFill handles in general: standard text fields, native and custom dropdowns, radio buttons, checkboxes, date fields, multi-step forms on sites you approve, and web apps built with React, Angular or Vue. What it doesn't do: read PDFs, dec pages, emails or scanned applications, and it never records passwords, card numbers or Social Security numbers.
How this compares with AI quoting tools
Dedicated AI tools for agencies, such as Gaya, start at around $300 a month per agency according to Gaya's own FAQ. Tools like these use AI and aim to do more than EchoFill, such as pulling client data out of documents; check each vendor's site for what it covers. EchoFill Business is simpler and priced per person: $8 per user per month or $79 per user per year. It uses no AI. It fills exactly what was on the page you copied from, matched to the fields on the page you're filling.
| AI agency tools (for example Gaya) | EchoFill Business | |
|---|---|---|
| Price | Gaya: from about $300/month per agency | $8/user/month or $79/user/year |
| Uses AI | Yes | No |
| Reads PDFs and documents | Varies by vendor | No, web forms only |
| Where client data is kept | Check the vendor's policy | In the browser on each person's computer |
| Submits quotes | Check the vendor | No, a person reviews and submits each one |
Client data stays on your computer
Copied answers, recorded forms and imported renewal lists are stored in Chrome's local extension storage on the computer where you use them. There is no EchoFill server or account, so client details aren't uploaded anywhere new. If your agency has rules about which tools may touch client data, the privacy policy lists exactly what is stored, and we're happy to answer your IT person's questions.
Common questions
Which carriers does EchoFill support?
We don't claim any specific carrier yet. EchoFill works on standard web forms, and carrier portals are web forms, but each one is behind a login we don't have. Tell us which carriers you quote most and we'll test them with you.
Can it pull a client from our agency management system?
If the system shows the client in a web page with form fields, “Copy this page's answers” can capture them. If it's a desktop program, or shows the client as plain text rather than fields, it can't. Exporting a list to CSV and using batch fill works with any system that can export.
Does it replace our comparative rater?
No. A rater quotes many carriers from one entry. EchoFill helps with the carriers your rater doesn't cover, where you still type the client into the carrier's own portal.
Can I try it before paying?
Yes. Once the update is out, everyone can try 5 pastes and batch fill on up to 10 rows per batch. Design-partner agencies get Business free for six months.