Financial & Insurance

Faced with increasingly complex regulatory compliance procedures, many financial institutions and businesses are searching for ways to improve the efficiency of their data collection workflows. Mi-Forms software gives your employees the power to verify and integrate data as it’s collected.  Unlike other data workflow solutions, Mi-Forms software provides a user-friendly paper-like user interface that minimizes training and maximizes efficiency.  Eliminate lost or discarded paper new account applications.  Whether your employees are processing loan applications or filing insurance claims, the Mi-Forms System ensures that the data they gather will be as timely and accurate as possible.   Mi-Forms software is used for new account enrollment, credit applications, mortgage origination, branch automation and customer self-service in the financial and insurance industry.  Mi-Forms software can support your major distribution and service channels.  The Mi-Forms System uses and supports financial and insurance industry standards based on XML and Web Services.

“With a validated and signed
document at completion of sale,
we are seeing customers
achieve significantly improved
closure rates and substantial
reductions in the number of accounts
requiring post sales processing.
This results in significant revenue
and cost saving benefits
for our customers.”

—Chris Doyle,
CEO of eForm Solutions
2006