Complete & automatic form filling & filing
Removing the need for a rep to fill out a form manually is well understood. Popular form filling software, while expensive, helps to ensure that all the relevant fields are completed, which helps to remove the risk of rejection due to missing data or illegible handwriting.
But is this enough in our fast moving industry? Form filling 3rd party applications automates part of a reps’ workflow, but what about all those internal forms? And where is the completed application filed?
What reps really need is a process that seamlessly drives both external application form and home office internal form completion to the reps’ client database. So, irrespective of whoever created the form, the software completes all the required fields and creates a final copy that can be printed. The missing link is then to automatically save an electronic copy into the respective client’s master record. From the reps standpoint, there is one workflow to learn and no additional filing effort to complete. The added bonus is that the home office compliance team can access the client’s master record and attached application copies at anytime.
All forms and applications can now be completed with one click, reducing errors and mistakes. Plus, there are no additional fees to pay! Automated form filling is a standard capability in E*Assist’s complete business platform.
