Última actualización el
Dec 30, 2025
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easy software to use and afords most of the functions that I need
the ease of use and the price, availability of pdf acord forms on line, and ability to revise forms with the pdf fromat
does not have some of the functions that would make it even more useful to an insurance agent, i.e. the ability to attach emails and the ability to document conversations for reference and use of other team members
Excelent software I recommended …
Excelent software I recommended I used just once in a while I Think it is ideal for companies THANKS
Error in my ways!
I was unaware that I had used the service in the past which voided out my free trail. I then subscribed again and was instantly billed for a full year. When I realized my mistake, I reached out via instant message to the support staff. The service was stellar at best. They assisted me promptly and corrected my dispute which was impressive to say the least and speaks to the integrity of this service.
Great Customer Service
We thought this was a bit scammy when we were charged for a plan no one recalled signing up for but once we found the email address associated with the account they cancelled the subscription and refunded the charge, no questions asked. Very pleased!
I made the mistake of subscribing to a…
I made the mistake of subscribing to a year subscription with annual price due at sign on. I only wanted to test the site and see if it was right for me. I noticed within a few hours what I had done when I checked my banking account. I got online with their live chat support. I talked to someone named Sam and within 5 minutes, Sam had fixed my account to only a month subscription, refunded me all my money minus the monthly subscription. My mistake, Sam fixed immediately and was so nice and helpful. Great customer support!
I would only add that when adding text to the editor, it can be moved without blocking the height. Sometimes the PDF blocks the location of the text and it is difficult to align it with the original text.
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