Automate supplemental forms

Cara helps insurance agencies and brokerages complete carrier supplemental forms and fillable insurance PDFs using information from applications, quotes, policies, schedules, and other supporting documents.

THE SUBMISSION WORKFLOW

Stop entering the same information twice.

Insurance teams often have the information they need sitting in an application, quote, or policy, then spend additional time transferring that information into carrier supplemental forms.

Cara helps automate that process by finding relevant information in your source documents and populating the appropriate fields.

Insurance teams often have the information they need sitting in an application, quote, or policy, then spend additional time transferring that information into carrier supplemental forms.

Cara helps automate that process by finding relevant information in your source documents and populating the appropriate fields.

How CARA HANDLES IT

Simplify your submission process.

Save your insurance forms once

Upload a fillable carrier or supplemental PDF, add your agency’s instructions, defaults, and requirements, and Cara will remember how the form should be completed.

Review and refine before you send

Review the completed insurance form, make adjustments, or provide additional information for Cara to incorporate. Your team stays in control of the final submission while spending less time on manual data entry.

Reuse the forms your team uses every day

Once a carrier or supplemental form is saved, your team can reuse it whenever needed. There’s no need to upload the same form or explain the process from scratch each time.

Sasha

Can you complete this supplemental application?

Carrier Supplemental Form.pdf

Built for insurance form filling

Cara helps agencies and brokerages automate repetitive insurance form filling, using information from the documents already in an account to complete carrier applications and supplemental forms faster and more consistently.

Save your insurance forms once

Upload a fillable carrier or supplemental PDF, add your agency’s instructions, defaults, and requirements, and Cara will remember how the form should be completed.

Review and refine before you send

Reuse the forms your team uses every day

Once a carrier or supplemental form is saved, your team can reuse it whenever needed. There’s no need to upload the same form or explain the process from scratch each time.

Sasha

Can you complete this supplemental application?

Carrier Supplemental Form.pdf

Built for insurance form filling

Save your insurance forms once

Upload a fillable carrier or supplemental PDF, add your agency’s instructions, defaults, and requirements, and Cara will remember how the form should be completed.

Review and refine before you send

Reuse the forms your team uses every day

Once a carrier or supplemental form is saved, your team can reuse it whenever needed. There’s no need to upload the same form or explain the process from scratch each time.