Instead of entering in dummy forms, have your agents enter an engaging sales flow completely defined by you.
Add, remove, or personalize questions, and bring knock out questions to the front.
We also validate product limits, identity checks, addresses, supplemental questionnaires and more.
Use your own eSignature solution, or our Equisign, to ensure agents stay on the purchase path.
Launch simplified life models or instant decisions to issue your policy in seconds.
Enable eApp features with phonetic support, voice authorization, and signature.
Quickly adapt the eApp to your home office for fast, heads down paper applications.
Choose from a selection of existing built in integrations, or connect to your own existing policy sources, client databases, or services like UWengine, Alpha Search, and more.
Our proprietary eForm configuration is all you need to maintain applications that map to your systems, without any code or compilation.
More affordable than in-house builds.
for an agent to fill, approve & issue.
Complete applications in under 30m.