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The Electronic (.PDF) Forms Module (or “Forms Module”) allows you to create OR scan (in a .PDF format) ANY form (i.e. an Insurance Application from ANY carrier) and then turn that scanned form or .PDF document into and “Electronic Form” that is tied to the AGENCY EXPERT database.
By Creating or scanning a form in a .PDF format, you are then able to place “auto-fillable fields” onto the form and then link those fields to the AGENCY EXPERT database. The fields you place on any form can be designed to display any font or size of font you desire. Once the form is created (in the “Design” mode of the Forms Module), the fields you placed on the form are then automatically populated (in the “Run Time” Mode) from data stored within the AGENCY EXPERT database for and Individual, Business, Policy, Investment, Agent or other record to which you have linked the fields on the form.
Just think of the amount of time you will save... No more typing or handwriting your applications (or any other form you desire). Instead, all the forms you wish to create or scan into the “Forms Module” are saved and accessible from within AGENCY EXPERT. Once the forms are created (in the “Design” Mode), you simply 1) access the form, 2) choose the record for which the form will be created (this allows the fields to be populated from data within the desired record), 3) enter any data into the additional fields on the form that are not tracked in your AGENCY EXPERT database then 4) print, E-mail or FAX the completed form (all of which is done in the “Run Time” Mode).
Once you are finished, the form is saved and thus linked to the record within AGENCY EXPERT for which it was created.
The Electronic Forms Module is Available for $595 (one-time fee) + $300/year Mandatory Annual Support Fee
(Single user Version with “Design Mode” and Unlimited Number of “Run-Time” Users).
NOTE: You Must be Running Version 6.5.8 of AGENCY EXPERT (or Higher) to be able to use the Electronic Forms Module.
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