What if there were a way to complete the data accurately on the first pass and easily send the complete set of forms to your underwriter?
7 key things eForms Wizard Solves for
Agents & Carriers
Complete information gathered at point of sale
Enter information once - it flows to Agency, Company unqiue and ACORD forms
Anywhere, anytime...no internet needed
You can customize "agency specific packages" of forms that can be grouped - automatic cross selling
IRMI Glossary of Terms integration - immediate access to the knowledge needed to answer client questions, i.e. cheat sheet
Get to market faster by sending and sharing completed applications quickly, easily and securely
Quickly update applications anytime during client life cycle
Interested in reading more about it?
Watch a demo/webinar
Talk to us!
PIA Member Benefits Line: 888.246.4466 x124
Ask for Lori - she loves to help!