Share documents cleanly
Give clients a policy summary or disclosure without dictating a long web address.
Industry
Hand clients the paperwork and the person
Put a code on cards, letters and brochures that opens a policy document, saves an agent's contact details, or books a meeting — with the destination fully under your control.
- Policy documents
- Agent contact cards
- Booking
- Scan analytics
Getting started
In front of clients in three steps
Link the document or details
Point a code at a policy PDF, a contact card, a booking page or your disclosures.
Add it to your materials
Place the code on business cards, letters, brochures and email signatures.
Keep destinations current
Update a document version or booking link and every printed code stays accurate.
Across client touchpoints
Where advisors put QR codes
Policy documents
Open a policy summary, schedule or disclosure on the client's phone.
Agent contact cards
Let clients save your details from a card or brochure in one scan.
Appointment booking
Send clients to your calendar to book a review or consultation.
Disclosures
Link to required notices and terms in an approved, current version.
FAQ & support
Answer common questions before a client picks up the phone.
Branch & office info
Share locations, hours and directions from printed material.
Insurance QR code FAQ
Can we link to a specific policy or disclosure document?
Yes. Point a code at the exact document, and clients open the version you've published rather than searching for it.
Can we update a document without reissuing cards?
Yes. A dynamic code lets you change the destination, so a revised document replaces the old one behind the same printed code.
Do clients need an app to open these?
No. A phone camera opens the linked page or saves the contact card directly, with nothing to install.
Can a client book a meeting from a scan?
Yes. Link the code to your booking page and a scan opens it, ready for the client to choose a time.
Can we see how often a code is used?
Yes. You get scan counts and times per code, so you can tell which materials get the most engagement.
Recommended QR types
- vCard Plus QR code — A branded contact page clients can save in a tap.
- PDF QR code — Open a policy summary or disclosure document.
- Business QR code — A hub linking documents, booking and contact.
Make your documents and details easy to reach
Create an insurance QR code free and keep every card pointed at the current version.
A realistic first rollout
- Use PDF, Website, vCard Plus for the jobs they are suited to.
- Give every printed code a named owner, destination and review date.
- Use different QR records for different locations or materials when reporting needs to stay clear.
- Keep the printed instruction specific: “View today’s menu” is stronger than “Scan me”.
- Test on the final surface, at the real distance and in the real lighting.