AUTOMATE YOUR OFFICE WORKFLOW
Make PDFs Paperless • Send Simple Forms • Collect Digital Signatures
Turn your physical PDFs into Digital Forms.
Use one Digital Form to autocomplete multiple PDFs.
Save client data and reuse it for different PDFs.
Create and distribute mobile-friendly forms, no website needed.
Secure Digital Signatures for PDFs and Digital Forms.
QR Codes for your menu, or take orders online.
Video: So How Does FormIntel Work?
What Makes us Special?
We possess the only system that stores client data from a PDF, when needed.
You can reuse this data later to autofill a different PDF with one click.
NO MORE DUPLICATION
Your days of manually completing PDFs are over. Automation has arrived.
Video: FormIntel Demo Walk-through
Secure Digital Signatures
Our Digital Signatures are the most advanced and secure available.
For additional security we add a timestamp, IP address and device name that was used to add the signature.
Video: How to use a Digital signature
The best mobile experience
TOP 13 FORMS
These top 13 forms are available on our “Standard Broker Package”
- Client Take-on form with Due Diligence (Life Cover /Investments)
- Client Consent and Broker Appointment
- Broker Fees Consent
- Client Advice Record and Replacement
- FICA – Client Due Diligence
- Risk Profile Analyzer (Generic)
- Client Minutes
- Client Consent only
- Client Take-on Form (General)
- Sample form for testing
- Client Take-on Form (Medical Cover)
- Client Take-on Form (Short-Term Personal)
- Client Take-on Form (Short-Term Commercial)