As a producer in an independent agency,are you tired of the endless back and forth working with your underwriter? Do new,required forms somehow show up late in the process? Do last minute data corrections make it difficult to obtain accurate quotes at the outset?
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 so you can quickly block the market and provide your client with an accurate quote the first time? Now there’s a way. Using eForms Wizard, you can dramatically improve the submission process and ensure you have everything you need when meeting with your client.
FEATURES & PRICING
“eForms Wizard streamlines our workflow with our commercial clients. We are able to choose the forms we need, enter the information once, easily share and edit our forms with coworkers, if needed, and then get them to the carrier in a very efficient manner!”
– David Feir, Altitude Insurance
GET TO MARKET FASTER!