Last updated on
Dec 10, 2025
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It was a life saver for me as I transitioned my insurance business. It looks so much more professional to import supplemental applications and forms and complete them with a keyboard. In the past, I did them by hand even though I worked for one of the largest insurance agencies in the country. In the past, I was unaware of your product, or I would have bought it myself to use.
I used the program and was happy with the software and results. However, due to my own oversight I inadvertently made an annual purchase which I would not be in need of. I noted this in my comments when rating the app. To my surprise and complete satisfaction the service team provided me a credit. They went over and above in addressing my frustration. Based on this integrity and caring service I will use this program if needed in the future and will certainly recommend it to others.
very difficult to use -and the system does not total the # on each page like turbo tax does -not user friendly -hard to go back to add forms -that you did not originally prepare
Excellent Product
Excellent. It has been super useful in my practice.
This is very easy to use. I like the drag/drop feature.
I wish you could do drag/drop for pictures.
It was a little slow at the beginning…
It was a little slow at the beginning until all information required was visible to agent - perhaps of the template for reply used. After that it was very quickly resolved. Thank you for todays agent.
Lifesaver
Create a fillable document and send it out for signature - simple, efficient, affordable. I am in Real Estate and needed an uncommon document for a client, this website saved me hours of tedious re-typing!
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