Fipsco Life Portraits™ Enterprise Solution
Electronic Applications and Forms for Life Insurance Sales Illustrations
lectronic Applications and Forms
When you’re with a client, you shouldn’t have to worry about focusing
your attention on an burdensome application process. Countless disruptions can
dramatically increase the time it takes to place a life insurance policy after
application, including missing or faulty data, paper shuffling, faxes, re-keying,
hand calculations, and other surprise delays.
Electronic Applications and Forms eliminate these variables by creating an
entirely straight through selling environment, allowing you to focus on what
makes your business successful - your clients.
Greater Accuracy Through Electronic Applications
Electronic Applications create a friendly environment where you can create
and submit mistake-free policy applications. Utilizing a customizable array
of data-sharing elements, Life Portraits™ ES drastically reduces the chance
for error by retrieving personal and illustration data directly into the policy
application. With this two-way data exchange, your agents can even begin the
selling process with the application and allow the system to generate the illustration.
Our embedded business rules ensure that all required data is entered before
any attempt at digital signature or submission is made. When you use our electronic
forms you reduce overhead due to mistakes, speeding up the application process
and eliminating the cost of form duplication and distribution.
Flexible Input
The Electronic Applications and Forms module allows for two means of data
entry. Users can interact directly with the digital replication of the paper
form, or through the Forms Wizard, capturing data step by step. The end result
in both instances is a complete form ready for digital signature and submission
to your home office.
Digital Signatures and Submission
Life Portraits ES supports digital signatures through a variety of Topaz Systems
and Interlink signature pads. These convenient, durable, and easy-to-use signature
pads secure the data entered into your form for electronic submission. Signatures
are available for all applications and forms, as well as illustrations.
See for yourself. Let us demonstrate how we can help you achieve greater efficiencies
with Electronic Applications. Contact
us for more details or to schedule a private web presentation tailored to
your business needs.
The electronic application is also fully integrated with our Policy
Administration System for complete straight through processing.
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