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.
Once you have the client on screen just click the "Add New Form" button and pick from over 500+ ACORD forms. A PDF will display in your Adobe Acrobat reader. Your Client's name and address are pre-filled as well as your own Agency's info. Fill in the data on the form and click "Save". Your data will be saved to our secure servers so you can recall the saved form at any time to make changes or reprint or whatever.
You can make copies, fax, print or email your forms. The ACORD forms data is correlated and stored for easy location and retrieval on our servers. Some vendors make you create a folder for all your form storage. What a nightmare trying to find your work! We group all of your forms on your client screen so they're easy to find. You can sort them by date or form name with just a click.
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