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General Agencies

By increasing efficiency and reducing the time spent on busy work, FormFire’s comprehensive quote-to-close software enables General Agencies to support multiple brokerages and gain more visibility into their books of business.

Connecting and Supporting your Broker Partners and Groups

FormFire empowers General Agencies to provide a wide variety of support services for Brokers that benefit not only their agency but also the Broker and Carrier partners and the Groups they serve. Throughout the entire quote-to-close process, FormFire makes managing Group benefits efficient and cost-effective.

  • Taking online applications and providing ACA and level-funded products…

  • Quoting proposal creation…

  • Online plan elections and secure data transmission…

Whether you...

  • Work with multiple Carriers or one preferred insurer.
  • Have your own retail book of business or have Brokers who sell to their Groups.
  • Create white-label products or sell Carrier-branded benefits

We have a solution.

Support Multiple Agencies

Regardless of the way you work, FormFire’s unique General Agency setup means multiple Brokerages and their books of business can be managed all in one place.

More Visibility into your Broker's Books of Business

See your Broker's books of business and track details like who is coming up for renewal. Using FormFire’s reporting tools General Agencies can understand a Groups health conditions to better recommend additional products.

An Easier Way to Offer Products to Your Brokers and Their Groups 

No matter which step you’re on—gathering medical health questionnaires, presenting rates to a Group, transmitting enrollment data—FormFire makes it easier for you to quote and enroll Groups onto their insurance plans.


Customized Proposals

Proposals are a time consuming task. With FormFire you can build branded, customizable proposals that can be populated instantly with fully insured, level funded or medically underwritten products. You can also create multiple versions for different types of clients, saving you time and headache.

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General Agencies Exceed Broker Expectations

General Agencies like Cason Group found that they needed to offer their Broker partners a tool to gather Group data and medical information more efficiently. They wanted a turnkey software solution but didn’t want to be in the business of selling technology. Read how Cason Group used FormFire to solve the issue and boost its Broker's business.

Read Cason Group Case Study
FormFire has been used to submit health information of current groups to the Carriers to provide lower rates for our Broker’s to present to their clients. Capturing all information upfront allows for a smooth sold case submission. It has been a win for all!
Sara K. Expresslink
FormFire's customer service is great! Whenever I need help with something they are quick to help me get everything sorted out.
Josef S. Euclid Managers

Some of FormFire's General Agency Partners

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Euclid Manager Logo_200PX

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