Built-In Forms, Letters, Binders, and ID Cards


Client Letters

Letters can be setup to pre-populate with your prospect’s information from the quote, such as name, address, vehicles, property description, etc., so you can easily print and send customized letters.

Create Customized Letter Templates

Create an unlimited number of letter templates customized just for your agency. Customized letters can include pre-populated fields, such as the insured’s name, address, insured property descriptions, coverages, etc.

Proof of Insurance Cards

Easily print or email proof of auto insurance cards. All cards are in compliance with state law. To prevent fraudulent issuance of ID cards, you can disable the ability to issue ID cards from any agency employee.

Premium Finance Calculations (IN, IL, OH, and TN only)

Calculate pay plans for carriers that permit premium finance. Setup default down payment amounts and interest rate applicable. This feature is only available in Indiana, Illinois, Ohio and Tennessee.

Print Applications, Proof of Insurance Cards, Binders, Finance Agreements

Information from the quote auto-populates each form, making them easy and quick to generate. Any of these forms can be printed or emailed with a click of a button.



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