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Highland Capital Brokerage, part of the NFP family of companies, is working to improve the contracting experience for their producers and bring automation to a complicated contracting process.
As a leading national brokerage with both direct producer and major financial institution relationships, Highland Capital needed a solution to automate the contracting process across all of their carriers. There were multiple challenges in finding a solution that could handle the task. With multiple processing centers strategically located throughout the county and significant differences in the way producers needed to be contracted, the challenge was complicated.
“Highland Capital researched a number of potential contracting solutions and decided Efficient Forms could provide the right solution. The Efficient Contracting process simplifies contracting for our producers, through their “interview with logic”, and streamlines the back end process for our internal staff. Our contracting process is complicated and Efficient Forms is the only solution that could handle our complexity and simplify the process,” said Claudette Lovvorn, Manager of Marketing and Operations for Highland Capital Brokerage.
“Efficient Forms is very pleased to be the solution of choice for Highland Capital. The complexity of the Highland Capital relationships and hierarchy proved our solution was up to the test. We look forward to enhancing the solution with the help of industry leaders, like Highland Capital Brokerage,” said Todd Fenske, Vice President of Sales for Efficient Forms.
About Efficient Forms, LLC
Efficient Forms, LLC is a privately held company located in Littleton, Colorado. With more than 300 customers in the Insurance and Financial Services industries, Efficient Forms has experienced explosive growth with a new approach to insurance contracting and application processes. Efficient Forms product suite provides the Insurance industry with a unique perspective to workflow, forms and process automation. For more information about Efficient Forms, LLC, please visit www.efficientforms.com.
About Highland Capital Brokerage
Highland Capital Brokerage was formed with one purpose – to become the premier value added wholesaler of financial products and services in the nation. Our member firms were selected based on their dedication to professional excellence, prominence in their respective business market, and extensive industry experience. Today, Highland Capital Brokerage's scope has grown to include 26 sales offices and over 80 sales professionals. We provide products and services to leading independent, corporate and institutional financial services organizations across the nation. Our substantial growth and continued success is a result of our commitment to delivering unparalleled service and sales support to our valued clients. With unrivaled resources and unique expertise, our mission is to assist successful financial advisors and insurance professionals in growing their business with High Net-Worth clients. For more information about Highland Capital Brokerage please visit www.highlandcapital.com.
Source: prweb
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