Forms

SinglePoint comes loaded with frequently-used forms to help you sell and service your book of business. You can create these forms, save them, print them as PDFs, and email them.

You can access the forms from the SinglePoint dashboard, from our new Forms tab, or from the Quote Summary screen. When you create your form from the dashboard, this is considered a “blank” form.  When you create a form from the Forms tab or from the Plan Summary screen, all client, risk and coverage data will flood into the appropriate fields. See slideshows below for more information.