Form/Application Management Portal Solutions

Form Management Brochure:

Are you using paper forms to collect complex Customer data?  Or do you use online forms which are hard to configure, or provide a poor customer experience?

Deliver a smooth, seamless experience for your Customers when filling out large or multi-step online forms.  An effective online portal will increase Customer retention, reduce the costs associated with bad data and increase revenue with improved throughput.


Benefits of a Form/Application Management Portal Solution



Reduce Costs

  • Reduce labor costs by not having to re-key data from printed forms.
  • Enable Customer self-service when completing online applications, reducing the need for costly Customer support staff.
  • Adapt and improve your application process without having to reprint paper forms or hire a software developer.



Increase Customer Retention

  • Delivering a modern online Customer experience will strengthen your brand and improve Customer retention.
  • Minimizing friction in the data collection process will keep Customers coming back for more of your product or service.

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Improve Operational Efficiency

  • Drastically reduce data collection and re-keying errors by automating online applications.
  • Empower Customers to engage with you 24/7 without the need for additional staff.
  • Automate workflow and business processes immediately upon application submission.


Drive Revenue

  • Collect and process payments immediately at the point of application submission.
  • Upsell and cross sell Customers with additional products and services that relate to their specific application.
  • Provide an exceptional online experience and your Customers will talk, that means referrals!

Request a demo to see how a Form/Application Management Portal and The Portal Connector can help your business Reduce Costs, Drive Operational Efficiency and Improve Customer Retention, all while increasing your Bottom Line.

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