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Confirmly

Documentation challenge

10 CLIENT ACKNOWLEDGMENTS. 30 DAYS. $0 TO START.

Try Confirmly with your agency and complete your first 10 client coverage acknowledgments before committing to a subscription.

How the challenge works

  1. 1Add your agency workspace and invite your producers.
  2. 2Upload a client's quote and review the coverages Confirmly extracts.
  3. 3Send the acknowledgment by email or text for a digital signature.
  4. 4Repeat — every completed, signed acknowledgment counts toward your ten.

Good to know

  • Progress counts only real, completed client acknowledgments in your agency workspace.
  • The challenge runs for 30 days from the day you start it, and access ends when the window closes.
  • Nothing is charged automatically. When you finish, you choose whether to subscribe.
  • One challenge per agency — duplicate registrations are not counted.

Challenge access

$0

30 days of Confirmly to complete 10 acknowledgments.