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What you need to know about creating forms in SinglePoint

By Boston Software on October 27th, 2018

We use the term “Forms” to refer to documents that are most frequently used by MA Insurance Agents. These forms are designed to assist you when you bind, apply, change and cancel insurance for your customers. Even more popular, are the Registry forms which enable your customers to get their cars on the road. In SinglePoint, you can create, print and send your forms with ease.

Note: You have the option of creating a blank form or a pre-filled form in SinglePoint. Blank forms are created without any pre-populated data. Pre-filled forms are done at the end of a quote and will include the information directly from your quote.

How to create a pre-filled form

From the Premiums tab, rate your quote and the View Plan Summary button (magnifying glass) will appear.

Open the Plan Summary. At the top of the Plan Summary, select Forms.

When your form is complete, go to the top of the page and save it to your cloud storage. You are now able to create a .pdf that can be printed, edited and emailed to your customer.

How to create a blank form

Option 1: From the SinglePoint dashboard, click Open in the top navigation bar and then Forms from the drop-down menu.

Option 2: From the dashboard, click the purple New Form button.

Be sure to select Create New Client if you want to save the form. Leaving the radio button on None will prevent you from saving and/or editing the form.

When your form is complete, go to the top of the page and save it to your cloud storage. You are now able to create a PDF that can be printed, edited, and emailed to your customer.

Need assistance? Call Boston Software at 7781-449-8585. We’re always here to help.