BIS Platform Document Pack Helper
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BIS Platform Document Pack Helper

ExtensionWorkflow & Planning3 users
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Overview

Browser extension for assistance with document packs in BIS Platform

This extension will allow you to automatically fill life assurance application forms for your clients with data from the BIS system. It can pull data from the client record or from document pack forms that you have previously sent to your client and they have populated.

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Details

  • Version
    1.0
  • Updated
    March 28, 2022
  • Offered by
    Wildcard Software
  • Size
    245KiB
  • Languages
    English (UK)
  • Developer
    Email
    geoff@wildcard.ie
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes
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