Managing documents and contracts in Agent CRM just got a major efficiency boost! Gone are the days of redoing entire files just because you forgot to add a page. With ...
Forms & Surveys
32 Articles
Capturing accurate contact information is critical for insurance agents. Whether you’re collecting leads from a landing page or onboarding a new client, you need a seamless way to gather and ...
One of the more tedious yet essential tasks is collecting and managing ACA consent forms. Traditionally, agents have had to handle this process manually, which not only takes time but ...
Bryce Blackham asked us, "Do you know if it’s possible to have a form that I can send to people and collect their signature that will store as a pdf ...
In this tutorial, we'll show you how to use the signature custom field and how it can be used in forms or surveys. Step 1: Adding the Signature Custom ...
Damon Jimenez asked us, "How secure are our forms that we send to clients for personal info. Are they encrypted?: "Yes, they’re encrypted by SSL, the standard (very safe) level ...
James Denezier asked us, "How do I set up for the person to receive an email after filling out my intake form. Also, how do I make sure the emails ...
Jesse Bradin asked us, "How do I get a pop up to - pop up immediately with no delay in a funnel build?" " let me know if it helps: ...