Have a library of your commonly used forms including carrier applications, surplus lines forms, supplementals, and agency documents.  Make any form can be visible or hidden.  Unique URL links are provided for each carrier application. 

Set rules and logic on the applications.  On some application an answer may require additional questions.  In the instance where those additional questions are not required the client will not see them.

Programmable automation allows the insured to receive their application via email to review and approve at desired intervals (e.g., 90, 60, 30, 15).

In addition to email notifications, SMS and prerecorded Voice notifications are programmed to turn on or off.  You can text a client to finish or edit their application or have a pre-recorded voice call advise them that their renewal is expiring.  

Eliminate duplicate entry.  All of the client data is stored in the platform.  Enter the premiums/taxes/fees details into the financing tab and receive an instant PFA  quote and finance agreement. 

Included services of Finance Company:

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1. Electronically collected the down payment and books the financing.

2. Deducts your commissions and fees and pays balance to markets.

3. Receive direct deposits your commission and fees.

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No more accounting errors, lost checks, and less work for your accounting team.

Integrate with almost any third party including, payment processors, accounting systems, agency management systems, and more.

Assign sub-producers, pay commissions electronically, rate, quote, bind, issue policies, SL tax calculations.