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On a learning curve,so it has been slow but I really like the ease of putting in my own form and filling in my data. Helps with creating readable Dues Notices
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I was very pleased to find most of the forms I needed for filing taxes in pre-fillable forms that I could complete on my PC. And then you guys keep them and allow templates. Wow, very helpful
2019-02-01
Didn't expect a trial... kind of took me by surprise after I used it to file a larger pdf. I like the software but the tactic is a little... predatory?
2019-06-18
Love the software but a bit of a brain surgery to start with each new document. The links, steps and path for loading and working on documents need to be highlighted better for new users. Probably makes great sense to the programmer but new users have to hunt for the next link or button to click.
2019-08-13
VA Documentation and Form filling.
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2024-08-21
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2023-03-27
Such helpful customer support
This is a great product but I only needed it for a short while, (1 day) but forgot to cancel my free trial, contacted customer support and they arranged for a refund right away, so very helpful.
2023-02-22
Send Insurance Plan Feature
The Send Insurance Plan feature streamlines the way you send and manage insurance documents. With this tool, you can ensure your clients receive their insurance plans efficiently and without delay. It supports your goal of providing excellent customer service.
Key Features
Easy document uploading
Fast delivery through email or notifications
Customizable templates for branding
Tracking feature to monitor document status
User-friendly interface for quick navigation
Use Cases and Benefits
Send insurance proposals to clients directly
Share policy updates with existing customers
Distribute renewal notices efficiently
Facilitate communication between agents and clients
Enhance operational productivity through automation
By using the Send Insurance Plan feature, you resolve common issues related to delayed document delivery and improve communication with clients. This tool not only saves you time but also fosters trust and satisfaction among your customer base.
#1 usability according to G2
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