One of the major features implemented within LeadOrganizer is the auto-fill application and forms feature. Enter information once and LeadOrganizer will use that information multiple times and multiple places. BimSym has developed Form Intelligence for several carriers’ requirements, which allow users to populate required forms, by company, for specific conditions of an applicant. Q-Apps allow agents to interview clients with required questions by carriers to complete forms without missing any information. Once an agent completes an interview all information automatically replicates on sets of required forms, this feature saves time and eliminates any chances for error. |