No More Paper – Straight through Processing
OPUS E-FORMS makes manual processing a thing of the past. With the seamless integration of data from other modules in OPUS, pre-populated electronic forms are quickly and easily completed for client signature. With intelligent questioning logic built into the software, advisors can walk their clients through the completion of any form. Once completed, an electronic signature can be captured. The form can then be submitted to the distributor and carrier instantaneously with greatly reduced chances for errors in processing. No paper. No couriers. No re-entry of data.
Features
- All relevant client and product information is seamlessly transferred to the application or any other electronic form.
- Forms are securely transmitted electronically to the distributor and carrier head office.
- Reflexive questioning means only asking clients necessary and relevant underwriting questions.
Benefits
- Reduce the need to manually enter data onto paper applications, and reduce the incidence of human error as a result.
- Forms are all readily available within OPUS making multiple copies of paper forms redundant.
- Dramatically improve turn-around time from application to policy delivery.
- Save time by asking only relevant questions and eliminating paper shuffling.
