Manage Complicated Submissions With Ease... Without PDFs

For Specialty Submissions

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The problem

Specialty line submissions (e.g., cyber, executive risk, and cannabis) are difficult for clients to complete.

The solution

Our online smart forms with integrated e-signature replace lengthy PDFs, printers, and scanners.

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New Business

Producers

Account Executives

Renewals

Producers

Account Executives

product use cases

New Business Submissions

A flexible, agency-branded digital client engagement platform that simplifies submissions

For Producers

Win more new business by simplifying data and signature capture

Deliver an agency-branded online experience to inspire trust and loyalty and quickly grow your book of business.

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Agency-Branded
Portal

Incorporate your logo and custom colors to create a consistent, branded digital presence.

Personalized
Messaging

Configure copy in the platform so that the client experience is fully yours.

Online Smart Forms with Integrated e-Signature

Our vast smart form library enables you to easily collect the client information and signatures you need.

For Account Executives

Get completed submissions faster

Provide your clients with a better experience using tools designed to create a smooth, streamlined submission process.

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Conditional Logic

Keep forms simple by hiding and revealing questions and sections using the information you already provided.

Hidden Sections and Fields

Simplify ACORD and multi-coverage forms by hiding questions and sections that don't apply to your customer.

Mapped Fields

Use field mapping so that data can flow between carrier forms to prevent re-typing the same answer over and over.

product use cases