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Proposal Master™

FormFire’s New Client-Ready Proposal Generator

FormFire’s Proposal Master™ software allows Brokers and Agencies to produce custom, branded proposal documents instantly. Download proposals in seconds directly from FormFire’s built-in Quote module to deliver and present them to clients. You can even save all generated proposals and related documentation for easy access.

Features

 

  • Custom-branded with agency logo, color scheme and design

  • Proposal cover pages including team member contact details

  • Present ACA/community-rated plans

  • Medical, Dental and Vision plan options

  • Individual and group-level pricing displayed

  • High-level and detailed plan summaries

  • Summary Plans available for SOCA,COSE, SummaCare & Aultcare MEWA’s. Also, Aetna AFA and UHC All Savers underwritten plans.*

  • Live links to Summary of Benefit Coverage (SBC) docs

  • Auto-generated compliance disclaimers

  • Ready to be printed and delivered in minutes

  • Professional documents created with the click-of-a-button

* For more details, contact sales. Additional charges apply.

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