Hollenbacher Insurance

De David Miller en AppTrack Ninja.

Medicare Advantage Form Scan

Hollenbacher Insurance is a purpose-built tool exclusively for agents of Hollenbacher Insurance Agency. Designed for Medicare Advantage enrollment meetings, this app streamlines the client intake process from start to finish. During a 1-on-1 meeting with a prospective client, simply use your iPhone camera to photograph the completed enrollment form. The app automatically parses the form data and exports a correctly formatted CSV file that can be uploaded directly to your agency's CRM to create a new client record. KEY FEATURES: • Form Scanning — Capture enrollment forms quickly and accurately…

Categorías: Business, Productivity

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