Our Solutions

Profit from fast, accurate forms automation

Working in diverse markets, Efficient Forms creates solutions for industry knowledge leaders who are laden with complex workflow and excessive paper business forms. Using the Transaction Origination Platform technology, Efficient Forms simplifies the way data is captured, moves through business processes, and is placed on paper forms or mapped to back-end systems.

Through internal commercialization and licensing opportunities, Efficient Forms offers a significant return on investment. The Transaction Origination Platform drives efficiency, and sales cycles shorten, processing simplifies, and common errors are nearly eliminated. Moreover, the power of creating and maintain the Transaction Origination Platform is in the hands of business analysts rather than software engineers and developers. With quick time-to-market, increased revenue and other competitive advantages, Efficient Forms’ changes the way industry knowledge leaders do business.

The horizontal design of the Transaction Origination Platform allows Efficient Forms and its premier partners to power solutions in diverse markets. Look for Efficient Forms in the following industries.

• Financial Services
  
  1. Leverage TOP to originate investment vehicle account applications.
  2. Eliminate the paper review churn between Investment Representative and their clients.
  3. Decrease account opening and fund procurement between Investment Advisors and Custodians.
  4. Provide multiple investment vehicle options for Investment Representatives and Advisors.
     
     
• Insurance
  
  1. Leverage TOP to originate annuity, life and health insurance applications.
  2. Empower marketing teams to expand upon distribution channels by providing a web site for originating applications.
  3. Provide products for multiple insurance carriers to your representatives.
     
     
• Education
  
  1. Leverage TOP to originate college applications.
  2. Eliminate redundant questions found on multiple college applications by using a single, online questionnaire to capture student data.
  3. Enable students to populate application forms instantly from top U.S. colleges and universities.
  4. Empower colleges and universities to transmit application data seamlessly to student information systems.
     
     
• Public Safety
  1. Leverage TOP to allow for officers and emergency responders to virtually collect, search, report, manage and share information on law enforcement incidents.
  2. Track incident information through its lifecycle, from officer dispatch time through supervisor approval, investigation, and case closed.
  3. Eliminate paperwork and allow officers and emergency responders to report and access information in an efficient manner and better focus on their jobs.
     
     
• Custom