Agency Master allows you the flexibility to save all of your company specific forms from all your carriers and GAs within its document management system. Now you don’t have to go to different websites to fill out your forms. Copy them directly into Agency Master, fill in your agency’s data once to make a template form. This will save you time later as you use these pre-filled forms.
Now you can easily fill out and save your Company specific fillable pdf forms.
All are assigned by client, policy number and other relevant information. You can call up a client in Agency Master and all their forms are available in one location for viewing, printing, merging multiple documents or e-mailing. Another way that Agency Master gives you unmatched versatility and ease of use.
FILLABLE FORMS
- Save an un Unlimited number of fillable Company specific forms on your cloud or local network for instant access
- ONE TIME SETUP: Save all of your fillable Company Specific forms from all your carriers websites and forms that were stored on your computer directly into Agency Master. You will now maintain a local copy of all forms on your local or cloud network allowing all agency users one point of access to all fillable forms your agency uses. Thus avoiding the confusion of finding any form.
- Once all fillable forms are saved into Agency Master, you will have full access to fill out any form, save, and attach directly to a client or email to a GA or carrier for a quote .
- Once a form is filled out and attached to a client, you can edit and re-save as another document unlimited times*.