FormIQ Solutions for Insurance

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Agents can automate business processes by utilizing customizable digital forms, reducing the need to chase clients for missing fields, incorrect answers, or signatures.

Forms can often be sent to the wrong parties or signed by unauthorized individuals, but by implementing digital workflows with multi-level approvals, the onboarding process of insurance applicants can be streamlined.

Clients often need to retype the same information across multiple forms and addendums, which can be avoided by using customizable digital forms. This approach helps to streamline onboarding workflows, making the entire process more efficient.

Clients often abandon form packs when they are too long, confusing, or inconvenient to complete. FormIQ's digital workflows streamline the onboarding workflow to reduce abandonment rates.

Managing large PDF files securely—and finding them when needed—is cumbersome. By using customizable digital forms, you can collect and store information safely and enhance document accessibility.

Storing and transmitting sensitive personal information via email presents a compliance and reputation risk. Utilizing customizable digital forms can help mitigate these risks while also helping to streamline onboarding workflows.