At iMGA we on purpose avoid doing things just because everyone has always done it that way.
One of the industry traditions we have bucked in the spirit of being as easy to do business with as possible was the requirement for signed applications.
While many of our agents appreciated that, many others found the absence of an application made completing their processes more difficult and actually caused them extra work. So, we are now giving our partners the choice of having an application for the insured to sign or not.
We believe we are now able to provide application functionality in the best way possible, and are rolling it out to all our products over the next couple weeks starting today with our Texas Admitted HOA/HOA+ homeowners product. Here’s how it works:
There’s a new button on the last page of the application between the Exit and Generate Policy buttons.
If you press that button a PDF is instantly generated.
That PDF is also saved with the quote, so if you exit the quote and later search for it in Quote Manager, you’ll now see the Application in the Attachments tab of the saved quote.
And once you issue the policy, you’ll see an unsigned copy of the application in the Attachments tab of the policy in Policy Manager.
Also, if you’d like, you can upload a copy of the signed application, though that is not required. To do that, just click on “Upload Attachment” on the Attachments tab in Policy Manager.
We hope you enjoy this new feature.
At iMGA we listen to the suggestions and requests of our agents, and we work hard to make our systems as easy to use as possible. If you are a Texas agent who sells Home, MobileHome, Dwelling, Vacant Dwelling, Renters or Umbrella policies and would like to work with iMGA, tell us about yourself.