Find us an automation tool for agent contract paperwork with insurance carriers
- Tila: Closed
- Palkinto: $303
- Vastaanotetut työt: 6
- Voittaja: orellepap
We desired to find out if there is any software out there that allows and insurance associate (salesperson) to do the following use case:
We are US based, so the word (states) below means one of the 50 states in the US.
Sit down at his/her desk.
Login in to the software.
Enter their information once, name, address, etc.
Pick from a list of states they wish to sell insurance in.
Pay (or not pay) money for the following function:
Automatically fill in and submit contracting paperwork so the insurance associate can sell insurance for 1, 2, 3 ... 50 companies selling insurance in that state and be approved by the N companies submitted to for that state. This loop then repeats for all states selected.
Is there an all electronic functionality?
Will the application print all the paperwork, fill out everything, and then just require a signature and that the insurance send it in through mail?
Will the application print all the paperwork as blank, but at least find it all and print it all?
Bonus prize: Does any of the above exist for insurance carriers outside the US carriers.
We will with regret reject entries with 'no' for an answer as this does not help us.
Please do not SPAM us with links to various products (especially those that are automation around filling out insurance applications). We know that those exist, they are a dime a dozen and there is no point in us posting a contest for those. If we see more than two links that are not credible, simple links to automation for insurance applications and the like, we will summarily reject the rest of your entries. Please take the time to do the work if you want to win.
Here is a clear example of a site that offers the service we want contestants to find for us:
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If you send us links that have nothing to do with insurance agents contracting with insurance carriers, we will reject your submission. The reason for this is that it takes us to sift through lots of links being sent in that do not meet the contest rules.
Please take the time to read the contest clearly and respond with links to services competitive to vertafore's above.
“great contest, we are happy.”
rossm289, United States.