Centralized Carrier Forms Engine

Find and distribute carrier life insurance forms with ease inside an intuitive user experience. 

Centralized. Standardized. Organized. 

Writing new business in life insurance can be a tedious process. Finding the right forms should not be. Enter: Hexure’s carrier forms engine. Our intuitive and easy-to-use engine saves you time, money and frustration. 

Simply find and select the carrier, product and marketing forms, and life insurance applications you need. Then, download, email or even text them to the client from one location. No more going from carrier website to carrier website looking for the right forms. Have the most up-to-date forms available all in one place, at your fingertips. 

Efficiency in Every Way,
Shape and Form

Ramp up productivity and operational efficiency with a centralized forms engine. Our solution provides an intuitive user experience that allows advisors to easily find and download forms. Now is the time to upgrade your process with an organized insurance carrier forms engine that does the heavy lifting, so your advisors can spend time doing more important things.

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Easily Find What You Need

Forms are conveniently organized, making it easy to filter for and find what you need for the task at hand. 

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Standardize to Save Time

Skip ahead thanks to our prepackaged bundles of required product forms. 

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Automate Updates

Ensure you are working with the most up-to-date, carrier-approved forms with our auto-update feature.

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Simplify Advisors’ Processes

Advisors have too many tedious tasks to worry about already. Don’t make searching for carrier forms another one. Use our carrier forms engine to simplify and streamline advisor workflows. 

While required new business forms are typically the focus, our forms engine also supports supplemental forms, customer service forms, underwriting guides and marketing materials for carriers that provide them. 

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Customize Form Visibility

Control which carriers are visible to end users and even customize branding.

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Access All Your Life Carriers

Simplify sales workflows with access to all your life carrier forms in one place. 

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Make It Easy for Advisors

Manage post-issue services digitally, getting rid of printing and mailing costs for good.

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