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SureForm
With SureForm,
agents can quickly fill out applications, make payments,
look-up customer information and make policy changes... all on-line!
SureForm is the
ideal way to exchange insurance data between agent and
company. Proven with hundreds of users, SureForm is flexible,
fast and easy to use. Web based for easy access, SureForm can
handle electronic forms of any complexity.
SureForm provides the
agent with complete input validation, import capability from many
popular raters and the ability to submit forms in either batch mode
or in real time.
Installation is effortless and updates are provided automatically.
Extensive reporting options provide immediate verification and
status of submitted and pending documents.
In addition, agents can access and display customer
policy information from their browser, greatly
reducing inefficient telephone customer service calls and speeding
up customer response time.
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SureForm Operation |
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SureForm filler provides the agent with the means to import quotes, fill out applications and other forms electronically then
display, edit and upload data to the server.
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Insurance
applications and other forms are edited, displayed and
submitted through the SureForm viewer/editor which is accessed
from the browser. All submitted and in-process forms are
readily available on-line in addition to a variety of report
options. Implementing new forms is as simple as
adding it to the on-line forms menu. SureForm can optionally assign policy numbers, print out dec sheets and payment coupons, further reducing processing and mailing costs. Automatic updates over the internet make maintenance a breeze.
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SureForm Server receives the uploaded data from SureForm and saves it to a database residing on the SureForm Server.
Company can view upload status anytime indicating what records have been uploaded and are available for processing. In addition,
agents can to view uploaded forms and check amounts due the company
from their browser. This also provides a
convenient sweep reporting mechanism for direct transfer of
funds to company accounts.. |
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SureForm FormProcessor allows the company to
access form data from our server, print or image applications, and interface with existing company software. No expensive servers or software is necessary to retrieve agency data. Mailing time and the need to re-enter data is eliminated. |
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Custom
Solutions |
We work with you and your agents to find the best solution to meet your needs. We can provide for special needs including custom interfaces to your existing software, integrated rating and provide support from design to implementation and beyond.
Our low maintenance systems require little training and support and are easy to implement. You can provide your agents with almost immediate agent to company connectivity and enjoy the benefits of internet automation in days instead of months.
We can provide solutions to meet the most demanding applications. |
Contact us today
to get started.
Call
1-480-551-0798 or
E-mail us at sales@insdyn.com
for more information.
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