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Create new client record from physician application forms

Create new client record from physician application forms

Unprocessed physician applications in your form delay policy starts and leave applicants waiting. This pushes completed entries into your client table so you can review and onboard the same day.

Create new client record from physician application forms

Overview

Incomplete intake slows underwriting and frustrates physician applicants; you need a reliable handoff from form to client record. Capture completed applications into your client table so brokers and intake staff can review and begin onboarding the same day.

Create new client record from physician application forms