Surprisingly Quick and Simple

Select any number of forms required by a carrier in the library. Highlight the required fields with a click. Include ad hoc questions as needed and request attachment of additional documents. All accomplished in real time during client engagement or in response to an emailed request.

Latest Updates

Enhanced User Experience & Customization
PSG continues to advance eRequirement to deliver a smoother, more flexible digital workflow. The platform enables any party to collect additional information or forms through a fully digitized process—speeding up requirement gathering while improving the customer experience.

Product Highlights

• BGAs and agencies can now customize their forms library, limiting agent access to only the carriers and forms relevant to their business.
• A new keyword search feature allows users to quickly locate forms without scrolling through long lists.
• Agent signatures can be pre-populated, streamlining the e-signature process.

Product Spotlight

A recently added workflow enhancement allows document management tasks to be reassigned to other parties throughout the document’s lifecycle—supporting the multi-step, multi-party processes common in the insurance industry. This flexibility reflects direct client feedback and aligns with real-world distribution workflows.

eRequirement also leverages the advanced eSignature and workflow automation capabilities of PSG eXpedite, seamlessly integrated to strengthen the end-to-end digital experience.