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