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Forms

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Providing current, up-to-date PDF forms, underwriting guidelines and product collateral to producers can be a challenging exercise for the most attentive carriers. iPipeline offers an affordable and simple way to ensure all of this information is properly aggregated and distributed to support your new business development needs.

Features

  • Centralized repository of up-to-date applications, disclosure forms, questionnaires, and policyholder service documents
  • Direct access to all documents needed, all in a simple to view and downloadable format, via the carrier's Web site
  • Access to underwriting guidelines and requirements
  • Packaged delivery options, including printing and email

Benefits

  • Confidently download and issue the most updated forms and information
  • Web-based access to documents frees up shelf space and ensures availability
  • Streamlined forms management
  • Eliminate unnecessary maunal forms maintenance

Related Software

Content Manager (C) - Streamlined Forms Repository

Content Partner (C) - Aggregate and Distribute Your Forms

Digital Billboard (C) - Advertise Your Insurance Products at Point of Sale

WebPipe (D) - Website Self-service for Distributors

FormsPipe (D) - Agent Forms Repository

*See product collateral drop down for additional details on these products.