Processes forms, tracks certificates and issue binders. Schedules reports to run at set times, sets reminders or notifications top pop up at certain intervals. Offers support for tracking clients, future prospects, proposals from prospective investors or keeps a plan for the sales representatives.
Forms Boss Plus is a tool that allows you to access over 500 ACORD forms with just one click. Your client's name and address are pre-filled, as well as your agency's information. You can save the data to our secure servers, make copies, fax, print, or email your forms. The data is stored and correlated for easy location and retrieval.
