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