Apply for the policy in real time with the Equisoft eApp module and update your existing coverage in the same environment. Import illustrations and client data automatically from InsuranceElements Illustrations module or other illustration software, 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.
This advanced wizard goes beyond the generic smart form by enabling simple, speedy data entry for insurance policy submissions and servicing.