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Solutions Overview
MGA's &
Insurance Companies
SureForm
gives agents the ability to
submit
applications and other forms electronically, provide point of sale
policy issuance and obtain customer policy information online at an
affordable cost.
Customizable solutions provide the flexibility to greatly reduce application and service processing costs,
eliminate the cost and time of preparing and mailing documents and
dramatically improve customer service.
INDEPENDENT
INSURANCE AGENCIES
PolicyManager is an easy use
on-line policy management system for insurance agencies. It
integrates with many insurance company web sites and works seamlessly with
the SureForm electronic forms and upload system. Features include
client database, detailed policy history, scanned and image document
storage, pending, agent reports and much more.
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