Streamline order entry and processing, reduce errors and shorten the time it takes for compliance reviews and approvals with EAI’s state-of-the-art Electronic Workflow Module.  It allows brokers, sales reps or agents to gather information from their desktop or laptop computers and transmit it electronically for paperless processing and approval.  The module enhances internal efficiency and improves sales and customer service performance.

Electronic Workflow Processing Module features:

• Permits customer information to be entered directly into electronic forms and offers electronic signature option
• Transmits information directly to carriers or vendors with speed and accuracy
• Provides customer support staff with capability to view forms on-screen for better response to customer inquiries
• Addresses important compliance and reporting issues by automatically red flagging non-compliant or unsuitable transactions and tracking agent licensing suitability for a specific transaction

The Electronic Workflow Module can be fully integrated with other modules to optimize the functionality of the EAI Platinum© system.

For more information or to request a demonstration, Contact Us.