From a quote result, click Apply. The e-app opens prefilled with the contact's CRM data, you complete carrier-specific questions, collect the signature, and submit. Status updates flow back to the policy record.
The e-app flow
Select the plan from the quote comparison and click Apply.
Confirm prefilled demographics, address, and payment details.
Answer the carrier's underwriting or plan-specific questions.
Collect the client signature in person or by secure remote link.
Submit and watch the status move from submitted to pending to active.
Tracking submitted business
The Applications board shows every in-flight e-app by carrier, producer, and status so nothing stalls unnoticed.
What if the carrier requires their own portal?
For carriers without a direct e-app connection, the platform deep-links to the carrier portal and still tracks the application status on the contact record.