ExpertForms Wizard Update

We are pleased to inform you about an upgrade to our ExpertForms Wizard at American National.

Previously, our ExpertForms system allowed you to display only the necessary forms based on the product and state combination. While this was helpful, we recognized the need for further simplification and customization.

With our latest upgrade, agents can now answer a few quick questions, and the ExpertForms Wizard will generate a tailored application packet with the required forms based on their responses. This means you will have a complete application packet curated to your specific situation.