Custom Made Insurance Applications Make Processing Faster
When your business is open to new customers that you might deliver insurance policies to, you have to have them fill out applications so that you can review their information and then deliver a verdict on what kind of insurance policies and premiums you can offer them, if at all.
Of course there are general insurance applications you can find, either through industry resources, online, or even through software programs and packages. However, going with something generic bypasses a chance to brand your business in the minds of your prospective clients. You also might find that general forms do not have particular fields of information that you might want and need.
For instance, consider applications for car insurance. Some general ones do not ask how many miles per day someone drives on average, or for what purpose the vehicle is driven, be it work commuting or simply recreational. Some car insurance providers use this information in determining their rates, and others do not.
Also, some insurance applications require Social Security numbers, but others do not ask for this until formalizing a policy. These are but two of the many details you may or may not need, and custom made insurance applications give you the chance to capture the very essential pieces of data you need, while eliminating anything extraneous to your operations.
Many businesses do not even bother with paper applications anymore, having prospects apply online or over the phone. However, if you have an office open to the public, then you know the value of face to face interaction and how it is still important even in a digital age.
Even if you have your employees work out applications from their computers, having a stack of paper applications is still handy. Customers have something to fill out on their own when waiting during busy periods, something they can maybe leave and get a call back later. Your employees also have a backup when computer systems might go down.
View and Test our Pre-Made Insurance forms below
This form was created to gather the data needed for a Insurance agent to quote specialty insurance
This form was created to gather the data needed for a Life Insurance company to be able to quote a Life Insurance Policy
This form was created to gather the data needed for a Health Insurance company to be able to quote a Medicare Supplement Insurance Policy
This form was created to gather the data needed for a Health Insurance company to be able to quote a Long Term Insurance Policy
This form was designed to gather the information need for an Insurance agent to quote a group health policy
This form was created to gather the data needed for a Health Insurance company to be able to quote a Health Insurance Policy