Evolution, Inc. since 1979
Premium finance forms to file with state and help insured communication and retention.
Back Office+
- Shipped with 20+ prebuilt editable forms.
- Mail or Email forms.
- Email reminders like upcoming ACH payment withdraw.
- Imaged forms automatically without scanning / operator intervention.
- Outsource printing and mailing.
- Market new agents via email.
- Assign each form to an individual printer.
- Export forms in PDF format.
- Tutorial on how to build my own forms/letters.
- Policy verification to reduce fraud
Evolutions Form Builder
- Add and edit forms whenever you want.
- Graphics to draw attention to…
- Renewal letters
- Agent appreciation letters
- Customer support letters after inquiry.
- Increase font size so that people can read them without bifocals, user friendly to insured/policyholder, extra words to incentivize and draw attention to…
- Multilingual forms i.e., customer’s copy in their language, all other copies in English
- Add Employee or Agents signature stamp to forms.
- Add QR code or bar code to forms.
- Forms can be created to represent multiple brands with different logos etc.
Premium premium finance forms available:
- ACH Authorization
- BIRF Option Form
- CIP
- Carrier Cancellation
- Check per Policy
- Contract
- Customer Ledger
- Dun Letter
- Endorsement Letter
- Entity Check
- Insurance Policy Commissions Collections
- Insured Cancellation
- Insured Collect due
- Intent to Cancel
- Monthly Statements
- NSF Notice
- Notice Of Premium Financed
- Payment Coupons
- Quote
- Receipt
- Refund Check
- Reinstate Request
- Schedule A
- Short Payment
- Welcome Letter
Sample premium finance contract
Sample Intent To Cancel
