Focus on growing your agency and business

Neat provides software for insurance industry professionals.  As an insurance professional, you have a myriad of paperwork, expenses, quotes and other documents to manage for your agency on a day to day basis. Neat will help keep you organized with our cloud-based app. Use Neat to scan, import, email in or snap a pic of any document and we process paper into searchable data in a secure cloud environment.

Thousands of Insurance and Finance Pros Use Neat. Here's How.

  • Convert paper documents, expenses, quotes and invoices into searchable files
  • Secure cloud storage (unlimited)
  • Collaborate and share documents with employees and customers
  • Expense tracking and management for employees
  • Mobile app allows for capture of documents, receipts and invoices in the field
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