Insurance Noodle - Help

[Central Coast Agent]

Looking for an independent agent that uses Insurance Noodle and has mastered the application/questions process.

Here is my deal: I've been an agent for about 2 years now, mostly Health and Workers Comp to small businesses.

I'd like to start writing some small mom and pop BOP and Commercial Auto...

...but the questions that Insurance Noodle requires appear to be much more than what would be on an accord form...i.e., the BOP and Comm Auto questions for one of my prospects total 17 pages when printed out...it would take hours to fill out with them...

...and the prospect simply does not have the answers to many of the questions...which kills the ability to submit.

Any advice or guidance if you are familiar with this would be great.

Thanks!

 

[paramount Ins]

Yea, i know. Tell me about it. I cannot stand the Accord forms. I have been using my own form that I use to use at my former company and it is only 3 pages and takes about 15 minutes to fill it out completely.

 

[FLInsa]

Sounds like you need an agency management system.

Try AMS360 Insurance Agency Management System | Vertafore.
One of the best investments I've ever made in my agency.

Good luck.

 

[Central Coast Agent]

This issue has been resolved, thanks for your replies.

CCA