Instead of entering in dummy forms, have your agents enter an engaging sales flow completely defined by you.
Equisoft/apply is an easy to use, sales flow oriented wizard for electronic insurance applications resulting in fast and seamless policy approvals.
Add, remove, or personalize questions, and bring knock out questions to the front.
We also validate product limits, identity checks, addresses, supplemental questionnaires and more.
Use your own eSignature solution, or our Equisign, to ensure agents stay on the purchase path.
Choose from a selection of existing built in integrations, or connect to your own existing policy sources, client databases, or services like UWengine, Alpha Search, and more.
Our proprietary eForm configuration is all you need to maintain applications that map to your systems, without any code or compilation.