Name a client and a form — the skill gathers client and policy data (from your AMS/CRM if connected, otherwise by asking), fills the form, visually verifies every page, and saves the finished PDF. The most-used commercial forms — certs, applications, binders, cancellations, loss notices — are mapped and render-verified today, and it grows with you: need a form that isn't mapped yet? Email support and it gets added to the library for every subscriber.
Nothing extra — agency info collected on first run. Your agency should hold an appropriate ACORD end-user license (most agencies already do).
Skills fetch their licensed content from our server every time they unlock, so improvements to mappings, templates, and guides reach you automatically — no re-installing. When a skill's bundled files change, the newest version is always one click away on the Member Downloads page, included with your subscription.
$129/mo — all access for your whole agency: this skill, the entire library, every update, and every new skill we add. Cancel anytime.