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Case Enrollment Process


Pre-filled data integration, Conditions, EasySign, Themes &


Increase revenue & shorten the sales cycle

Efficient Case Enrollment Simplified

Streamline your case enrollment with our advanced digital solutions. Accelerate the process while ensuring accuracy and client satisfaction.

  • Increase Client Satisfaction
  • Faster Case Enrollment
  • Streamlined Workflow
Case Enrollment Process

A better experience for everyone

For Insurance Agents

Handle cases more efficiently and provide better service with our digital enrollment tools. Ease the process for clients and reduce manual work.

For your customers

For Clients

Enroll in your insurance case with ease and confidence. Our user-friendly platform ensures your case is processed quickly and accurately.
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Create one seamless workflow

Creating a Seamless Enrollment Workflow

  1. Send a personalized enrollment link via SMS or email.
  2. Clients fill in their details and case information through a guided digital form.
  3. Automated data processing ensures accuracy and streamlines case handling.
  4. Secure and efficient data transmission for quick case resolution.
  5. Experience a user-friendly and hassle-free case enrollment journey.

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

  • Easy link sharing
  • PDF Generator
  • EasySign
  • Financial Integrations
  • Co-Browsing
  • Journey Tracker
  • Analytics Dashboard

Our Case Enrollment Application includes

  • Automatic pre-filled data fields for returning clients
  • Customizable themes to reflect your brand's identity
  • EasySign for quick and secure digital signatures
  • Co-Browsing support for real-time form filling assistance
  • Advanced conditions and validations for precise data capture

Your digital partner

We’ll help you launch a Case Enrollment digital process in days.
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