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Staying up to date with all regulatory, licensing, and insurance forms is a demanding and critical task for David Brass, the company’s Chief Compliance Officer. Most of the regulatory, licensing, and insurance forms that the company has to deal with are paper-based and filling them out means that either Brass or his team have to fill them out by hand. Moreover, many of the documents that are sent by the state or insurance companies digitally are not fillable online, which means that the forms have to printed out, completed by hand, scanned, and uploaded or manually be made digitally fillable.
pdfFiller makes it easy to fill out, sign, and distribute forms electronically. Once Brass downloads or receives a document that needs completing from a state body or insurance group, he just has to import it into pdfFiller and fill it out using pdfFiller: type the relevant information into the fillable fields, use Xs or checkmarks in relevant sections, and if he makes a mistake, use pdfFiller’s erase tool to eliminate errors from the document. Once forms have been completed, Brass can sign them using pdfFiller’s legally binding digisign technology and submit it in just a few clicks.
Using pdfFiller as a complete document management solution means that users can add legally binding signatures to electronic documents in just a click.
“pdfFiller makes it easy for me to upload a form and put in the information I need, rather than handwriting it where they may not be able to read it and then reject the application.”