Application for Life Insurance and Annuity

Form Template

Now you can fill out a life insurance or annuity application digitally using any mobile device with this mobile application!

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Get this app! Customize it to meet your insurance company's requirements, or simply use this app as is to quickly fill out the application and speed up processing. Key in specifics such as proposed insured details, beneficiary, coverage amounts, plans and payment years, electronic funds transfer details, and agreement. Sign in the app to instantly authorize and submit application on just a tap!

Features
  • Signature Capture
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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