Insurance Industry Services
Contracting, Licensing, & Appointment Automation
NoMoreForms™ provides insurance carriers with an automated contracting, licensing, and appointment system that interfaces with NIPR and Legacy systems to ensure efficient workflow and process management.
From a new applicant's submission, right through to the completion of all paperwork necessary for contract and appointment, including background investigations, there is never a need to interpret illegible handwriting or re-key data. The entire system is fast, efficient, and easy-to-use.
How It Works:
Forms Automation
Your proprietary forms are digitized and automated for easy access by producers via the web
Web-Based Producer Onboarding
Agents and Brokers access and complete contracting forms, as well as add required documents from any device with internet access, 24/7
Auto-Populated Form Fields
Commonly repeated questions, such as name and address, are automatically populated into all forms, enhancing the producer experience
Digital Signatures
Using digital signatures, contracting forms can be signed and submitted anytime, anywhere
Forms Routing
Home Office staff can easily view and route contracting documents to other business units, such as licensing and compliance, to meet corporate workflow requirements
One-Click Background Checks
Order and receive background screening reports with the click of a button
NIPR Integration
NIPR integration allows for producer database bumps (PDB) and appointments, all stored in the producer’s record
Auto-Appointment Portal
Fully-automated auto-appointment processing allows clients to set specific appointment requirements, reducing labor and increasing efficiency
Easy Data Uploading
Upload producer data into your HR and legacy systems without data entry
Data Insight Tools
Robust and powerful reporting and tracking tools provide high-level data insight
Partners & Affiliates
We are proud members and leaders of our most prominent industry organizations.
