Workflows with rhythm.

Quickfire combines AI agents, intuitive workflows, and powerful integrations into one lightning-fast platform. Here's everything that makes it different.

Primary Feature

Agent Intelligence

AI that actually understands insurance. Talk to your data, automate workflows, and let intelligent agents handle the busywork.

Talk to Your Data - Natural language queries

Natural Language

Talk to Your Data

Ask questions in plain English and get instant answers from your client records, policies, and renewals. "What's the premium for Acme Corp's workers comp?" Just ask.

Agent & Workflow Actions - One-click automation

One-Click Automation

Agent & Workflow Actions

Context-aware action buttons appear throughout the app. Draft loss run requests, generate payment links, or trigger custom workflows—all with a single click using your current data.

Recent Client Activity - AI summaries

AI Summaries

Recent Client Activity

Before every call, get an AI-generated brief of recent emails, payments, calls, and renewal activity. Know what happened without digging through five different screens.

Talk to Your Data - Natural language queries

Document Intelligence

App Data Transfer

Convert handwritten or scanned apps and supps into fillable Acrobat-enabled PDFs. AI extracts the data and maps it to the right form fields automatically.

Talk to Your Data - Natural language queries

Task Management

Desk Control Center

The homepage answers one question: "What do I need to do next?" Personal todos, priority tasks, activity widgets, and upcoming expirations—all customizable per user.

Interface

Communications

Unified Chat Panel

Staff chat, website chat, and client SMS in one drawer. Real-time typing indicators, notification sounds, and "processed" flags so your team knows who's handling what.

🔄 Primary Feature

Renewals & Proposals

The operational core. Track every renewal from first touch to bound and paid—with tasks, submissions, proposals, and accounting in one place.

Renewal Manager

Pipeline Control

Intuitive Renewal Manager

A month-by-month dashboard showing every renewal's status, task progress, and submission count at a glance. Status batteries and progress bars tell you exactly what needs attention.

Interface

Marketing Hub

Submissions Tracking

Track submissions by carrier and wholesaler with status updates and premium tracking. Create incumbent submissions with one click, or build out multi-carrier marketing strategies.

Proposler

AI-Powered

The Proposler System

Drag in quote PDFs, specify the pages to extract, and generate professional proposals instantly. Attach ACORDs, SL-2s, and supplementals. AI extracts premiums and coverage details automatically.

Interface

Operational Discipline

Task-Driven Workflows

Define task groups with automated goal dates based on expiration. Tasks appear on the homepage priority list, flow into the renewal detail view, and include automation buttons for common actions.

Interface

Seamless Sync

Auto-Upload to AMS

Attachments automatically sync to Applied Epic or your configured AMS. Drop files in Quickfire and they appear in your carrier's attachment screen—no double-handling required.

One-Click Search

Find Things Instantly

A universal search for your database, one-click Outlook search triggers, and intelligent data suggestions and collections get you from A to B faster.

👥 Primary Feature

Client Management

Your 360° account hub. Contacts, policies, renewals, communications, documents, payments, and calls—all in one workflow.

Summaries

Instant Context

Client Brief Summary

AI-generated summaries of the account: what the client does, coverage in place, suggested classification codes, and recent activity. Get oriented in seconds, not minutes.

Interface

Data Utilities

Policy Reports & Utilities

Generate email activity reports, summarize premium histories, request loss runs, identify coverage gaps, and sync data with external systems. Power tools built into every client record.

Interface

Revision-Safe

Forms & Certificates

Edit ACORDs and certificate forms with full revision history. Prefill fields from client and policy data. Export to DocuSign packages. Every save creates a new version—never lose work.

Unified Files

Smart Attachments

Drag-and-drop file browser with thumbnail views and filtering. Files sync with Epic attachments and automatically surface in related policies and renewals. No more digging.

Control Your Desk

Daily Control Center

The homepage answers one question: "What do I need to do next?" Personal todos, priority tasks, activity widgets, and upcoming expirations—all customizable per user.

Complete History

Call & Payment Logs

Every call, recording, and payment tied to the client record. AI-generated transcriptions and summaries. Click a phone number to dial. Full audit trail without the manual entry.

🔗 More Features

Integrations

Connect your ecosystem. Your API keys, your control, your data.

Interface

Applied Epic Sync

Bi-directional sync with Applied Epic. Pull clients, policies, and contacts. Push attachments back automatically. Keep both systems aligned without double entry.

Interface

DocuSign Integration

Send documents for signature, track envelope status, and download signed documents. Signature history surfaces on the homepage and in renewal views. No email thread diving.

Interface

RingCentral / Office@Hand

Phone calls, SMS, and recordings flow into Quickfire. AI transcriptions, call summaries, and click-to-dial. Turns phone conversations into searchable, actionable data.

ePayPolicy Payments

Generate paylinks and track payment activity. Recent payments surface on the homepage, in accounting views, and tied to client records. Get paid faster.

Microsoft Graph Email

Monitor mailboxes, sync recent emails to client timelines, and power AI summaries. Works with Exchange and Microsoft 365. Blastmail sending included.

And Much More...

AMS360, LLMWhisperer, Azure Document Intelligence, and much more on the way. Plugin your own APIs for complete control.

⚙️ More Features

Technical Foundation

Enterprise-grade architecture without the enterprise tax. Your data, your way.

Blazor Foundation

Built on .NET Blazor for desktop-grade speed in a web interface. MAUI shell for native desktop. Fluent UI components. Real-time updates without page refreshes.

Freedom of Host

Run locally on your desktop, on a server, or in the cloud. The same codebase works everywhere. Offline-capable with local hosting when internet is unstable.

Freedom of Storage

Local SQLite for desktop. SQL Server for teams. Cloud databases for anywhere-access. Files stay local, on a network share, or push to cloud storage. You decide.

Own Your Data

No forced cloud. No lock-in. Your API keys for AI, payments, and signatures. Data never touches servers you don't control. Run entirely offline if you want.

Open Source Core

Core functionality is open source. Extend, customize, and contribute. Premium integrations require Pro, but the workflow engine is yours to build on.

Desktop Tray & Interop

Tray app for call pops and notifications. Outlook search and Word capture. Gateway webhooks keep everything in sync. Native OS integration where it matters.

Ready to work faster?

Free to try. No credit card required. Download and run in minutes.

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