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I like it a lot. It can be time consuming but once you are finished, its wonderful and you can use the same one over again. That is where the time savings comes in. Thank you for the email.
Deborah Crofts, Commercial Dept Manager
Colonial Western Insurance Agency

We are the insurance forms automation experts!
Fill out all your forms at once with one dynamic master form.

Our Forms module completes all of your supplemental applications from one master form.
  • Select your markets and a master form is created
  • Either insured or agent completes the master form
  • Carrier supplementals are automatically filled in
  • Applications are stored for easy reference or future editing

Filled insurance form

Forms technology has saved time for thousands of agents and CSRs. This one of a kind product eliminates the need to fill out multiple carrier supplementals while also offering a dynamic platform to store all of your supplemental data. We use a complex artificial intelligence technology to generate a master questionnaire based only on the markets you select. Unlike a typical 'static' master form, our dynamic master adds or subtracts questions in real time as you adjust the markets selected. Simple to learn and effortless to use!