Document WorkflowsTAPP

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Our Agent Portal simplifies document management and streamlines workflows, allowing users to efficiently upload, process, and organize critical information.

exclusive features

E-sign Automation

automates the sending and processing of e-signed documents. Pricing includes a base cost plus an additional fee for each form added.

E-sign Workflow

allows the Internal Specialist to redirect a form to a different email address, view e-signed documents, and forward e-signed documents to carrier or company imaging. This is a companion module to the E-sign Automation module.

File Upload

enables agents to upload files directly to the Home Office for enhanced productivity and efficiency.

Forms Management

enables publishing and retiring of forms for companies with large inventories, including reporting on form availability which supports compliance.

Outlook Imaging Plugin

accelerates inserting email attachments into the imaging system from Outlook by scanning emails for policy numbers and additional details to index for easier retrieval.

The Resources Page

provides a place for agents to download essential forms and documents with optional categorization. Allows for real-time document updates.

Ready to streamline agent workflows and enhance efficiency? Request a demo of the Agent Portal today!

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