eForms Wizard

7 Key things eForms Wizard solves for Agencies, Carriers, MGAs & Wholesalers

  1. Empowering - Complete information is gathered at the point of sale
  2. Time Saving - Enter information once - it flows to Agency, Company-unique and ACORD forms.
  3. Reliable - Anywhere, Anytime - no internet service needed
  4. Effective - Customizable “agency specific packages” of forms can be grouped - encourages automatic cross-selling.
  5. Education-based - IRMI's Glossary of Terms integration empowers agents to have the knowledge to  answer client questions with confidence
  6. Efficient - Get to market faster by sending completed applications and data quickly, easily and securely
  7. Streamlined - Quickly update applications anytime during the client lifecycle