The transition from prospect to customer is one of the most important and least-understood parts of the entire customer cycle. Highly usable forms send the right message to new customers while reducing errors and processing times.
Achieved client’s longstanding goal of standardizing forms across entire product line
Forms work equally well online, as fillable PDFs and as traditional handwritten forms
For fillable PDF version, created custom Javascript that prevents common errors
Transfer agent found form easier to use than their own internally developed form
