Dynamic Sign-up Sheets

Main Features

Dynamic Sign-up Sheets

  • Advisors, Brokers, Associations, TPAS Create Custom Sign-Up Sheets
  • All Required Fields Visible & Applicable Rules Validated During Sign Up Cycle
  • Controlled Product Selection, to Minimize Decision Making
  • White Labelled Sign-up Titles with Customer Logos and Headers
  • Sheet is Tied to Commission Codes – to Track Who Gets What

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