Forms Management

iPipeline’s Resonant provides a forms management component that seamlessly integrates with the system’s guidelines to automate the generation of letters and correspondences. This ensures a smooth change if something was missed during the application process by the agent at the point of sale, or if additional forms need to be generated during underwriting.

Users have the option to:

• Automatically generate forms and letters populated with case-specific data
• Automatically generate workflows of forms/letters controlled by guidelines

Manage Templates

You can manage templates using the Resonant Forms Administration application, which includes built-in version management.

Associate Templates with Life Requirements

Once generated, you can easily associate templates with different life requirements based on products, states, and other business conditions.