Apply for the policy in real time with Equisoft/apply and update your existing coverage in the same environment. Import illustrations and client data automatically from Equisoft/illustrate, from your CRM platform or start from scratch. Electronically or vocally sign forms for submission or intermediary underwritings. Our eApp module is ideal for carriers wanting to differentiate themselves by offering an outstanding user experience to advisors and their clients across all interactions, from new business submissions to claims.
A flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and illustrations.
Formerly InsuranceElements Electronic Application