Artificial Intelligence (AI) is transforming industries across the globe. One sector experiencing significant change is insurance underwriting. AI in underwriting is revolutionizing the way risk is assessed. It's enabling faster, more accurate decisions, reducing human error, and bias.

Colin Driscoll

Onboarding Expert

Therapists often juggle numerous responsibilities, but overlooking financial records can lead to missed opportunities and increased stress. Accurate bookkeeping provides clear financial visibility, allowing therapists to make better decisions about their practice and improve profitability. With precise records, therapists can track client payments,

Colin Driscoll

Onboarding Expert

Enter the concept of case management in underwriting. This method streamlines the review process, making it more efficient and accurate. Case management software plays a pivotal role here. It organizes and tracks the progress of each case, ensuring nothing falls through the cracks. Automated underwriting, powered by AI and machine learning, further

Brett Benson

Onboarding Expert

Building a 3-day MVP is no longer an idealistic concept—it’s a strategic necessity. Whether you're a startup trying to validate an idea or a health system looking to solve a very specific operational problem, the 3-day MVP framework is the fastest way to test and learn.

Colin Driscoll

Onboarding Expert

The health tech space has seen an explosion of consumer-facing apps in recent years. From calorie counters to mental health trackers, the market is flooded with tools designed to engage patients directly. But here’s the truth: the real opportunity in healthcare technology doesn’t lie with the patient—it lies with the provider.

Colin Driscoll

Onboarding Expert

Many startups and digital health innovators face thesame tough question: Can we build a HIPAA-compliant Minimum Viable Product(MVP) without draining our time, money, and sanity?

Colin Driscoll

Onboarding Expert

When you apply for a merchant account, what criteria is used to evaluate your business?

Colin Driscoll

Onboarding Expert

Running a large transaction? Be sure to verify your customers' funds first before you do.

Colin Driscoll

Onboarding Expert

When working with freelancers, be sure to verify their bank accounts. This process ensures that payments reach the right person. It also helps prevent fraud, a common issue in online transactions. Without proper verification, businesses risk financial loss and damaged reputation.

Brett Benson

Onboarding Expert

Businesses can confirm available funds before processing large invoices, reducing failed payments and disputes with Under

Colin Driscoll

Onboarding Expert

In the digital age, the need for efficient and secure document management is paramount. Dropbox Sign, formerly known as HelloSign, is a solution that aims to meet this need. This service allows users to send, receive, and manage legally binding signatures electronically.

Colin Driscoll

Onboarding Expert

We offer a complete review of Jotform. Pros, cons, pricing, and recommendations based on your use case to see if Jotform is the right fit for you

Colin Driscoll

Onboarding Expert

Discover why Under.io is the best choice for advanced onboarding and lead qualification. Compare Under.io vs. Jotform to find the perfect form creator for financial services, data gathering, and customizable workflows.

Colin Driscoll

Onboarding Expert

Top Free PDF Data Extractors Reviewed: PDF data extraction involves converting the content of PDF documents into a format that can be easily manipulated and analyzed.

Brett Benson

Onboarding Expert

Discover why Under.io is the best choice for e-signatures. Compare Under.io vs. DocuSign find the perfect form creator for financial services, data gathering, and customizable workflows.

Colin Driscoll

Onboarding Expert

Discover why Under.io is the best choice for advanced onboarding and lead qualification. Compare Under.io vs. FormStack to find the perfect form creator for financial services, data gathering, and customizable workflows.

Brett Benson

Onboarding Expert

Explore why Under.io is a top alternative to PandaDocs for financial services onboarding. Discover features like KYC, KYB, W-9 tax form templates, and more. Simplify workflows with tools like PDF combiner and merge PDFs seamlessly. Sign up for Under.io today—an easier choice than managing with DocuSign login!

Brett Benson

Onboarding Expert

Discover how Under.io revolutionizes the underwriting process with automated solutions. Streamline pre-qualification and underwriting using integrations like Plaid, Isoftpull, and Twilio. Sign up today for a seamless, secure, and efficient experience in automated underwriting.

Brett Benson

Onboarding Expert

Easily manage emergency contact information with Under.io's mobile-friendly and secure platform. Create, customize, and share forms in minutes. Start today at www.under.io/register.

Brett Benson

Onboarding Expert

Underio check verification, free online check verification, instant check online verification, online verification check, Under,io online verification check

Brett Benson

Onboarding Expert

Learn how to create a secure and branded document upload form with Under.io. Customize templates, embed forms on your website, and streamline client onboarding with ease!

Brett Benson

Onboarding Expert

While platforms like Google Forms, Typeform, and Jotform offer basic capabilities, Under.io stands out with secure file uploads, e-signatures, and seamless PDF mapping tailored for financial institutions.

Brett Benson

Onboarding Expert

Easily complete your W9 form for 2024 online with our streamlined process. Save time and reduce errors while ensuring compliance. Start filling out your W9 today!

Brett Benson

Onboarding Expert

Discover the best free online HTML form builders and generators. Create custom forms effortlessly and enhance user engagement on your website. Start building today!

Brett Benson

Onboarding Expert

Identity Validation Services are essential for maintaining efficiency and signing customers online.

Colin Driscoll

Onboarding Expert

This article will guide you through the top fillable PDF creator tools available today. We will delve into their features, usability, and pricing to help you make an informed decision.

Brett Benson

Onboarding Expert

Unlock the power of digital signatures! Discover what they are, explore top providers like DocuSign and Under.io, and learn about security and compliance for a seamless signing experience. Start enhancing your document workflows today!

Discover the power of digital signatures—secure and efficient electronic signatures that validate document authenticity through advanced cryptographic techniques. Learn why they are essential for streamlining workflows, enhancing security, and ensuring compliance in a fast-paced, remote work environment. Explore key criteria for selecting the right

Brett Benson

Onboarding Expert

Forms with signatures, including electronic signature and e-signature solutions, serve as integral components in modern digital workflows, ensuring that documents are signed securely and efficiently.

Colin Driscoll

Onboarding Expert

Under.io's email notification settings help teams stay connected and responsive by offering customizable, event-based alerts for onboarding activities.

Colin Driscoll

Onboarding Expert

Under and Panda Docs are two common onboarding tools, what are the differences?

Colin Driscoll

Onboarding Expert

Use Under to collect NDAs

Colin Driscoll

Onboarding Expert

First Data is a popular payment processor. How does it compare to its competitors?

Colin Driscoll

Onboarding Expert

Under.io has a W9 template available for free!

Colin Driscoll

Onboarding Expert

Under.io provides you with the tools to fill and manage your PDFs online

Colin Driscoll

Onboarding Expert

Under.io provides the tools for companies to create digital signatures.

Coulter Layden

Onboarding Expert

Branded surveys serve as a robust instrument for businesses aiming to collect insights while simultaneously enhancing brand visibility through effective online survey tools.

Colin Driscoll

Onboarding Expert

Google Forms is a popular tool for people and companies that need to build digital applications and forms. This post goes into Google Forms and compares it to Under.io

Colin Driscoll

Onboarding Expert

Forms that have identity validation and underwriting tools help financial services companies severely cut down on onboarding time.

Colin Driscoll

Onboarding Expert

This post explores how adding Multi-Factor Authentication (MFA) to digital forms enhances security for businesses and users alike. It covers the benefits of integrating MFA into customer-facing forms, reducing the risk of unauthorized access and fraud.

Coulter Layden

Onboarding Expert

Merchant Category Codes (MCC) are four-digit numbers used by payment card networks to classify businesses based on the products or services they offer.

Colin Driscoll

Onboarding Expert

With Under.io, you can add Plaid to your forms to instantly verify a customer's bank account and transaction details.

Colin Driscoll

Onboarding Expert

Payline Data sees a 31% increase in submission to approval

Colin Driscoll

Onboarding Expert

Save 72% of time for each application, just like SMB Global

Colin Driscoll

Onboarding Expert

All pricing plans with Under.io include unlimited electronic signatures.

Colin Driscoll

Onboarding Expert

Jeff and Colin from the Under team will be exhibiting in Las Vegas.

Colin Driscoll

Onboarding Expert

In a digital world where documents are often shared and collaborated on, understanding how to edit a PDF online has become essential, especially with free tools that simplify the process.PDFs are widely used for their consistent formatting, but what happens when you need to make changes, such as adding comments or highlighting text?

Colin Driscoll

Onboarding Expert

Under.io instantly gives you the ability to verify phone numbers to help get in front of fraud.

Colin Driscoll

Onboarding Expert

IRIS / NMI is a tool ISOs use to manage their leads and customers, and run residuals. Under.io is an alternative onboarding tool.

Coulter Layden

Onboarding Expert

Payments companies drop their DocuSign account and choose Under.io because the templates are built for payments , and it is cheaper

Colin Driscoll

Onboarding Expert

Creating and sending invoices doesn't have to be a daunting task. With the right free invoice templates, you can streamline your billing process and ensure you get paid on time.

Colin Driscoll

Onboarding Expert

Zoey Bush of Secure Payments Solutions discusses why she chose Under.io to replace their DocuSign account.

Colin Driscoll

Onboarding Expert

Under.io now integrates with major CRMs including HubSpot, SalesForce, and many more!

Colin Driscoll

Onboarding Expert

Are you in search of a dependable payment processing solution for your business? Your search may end with Elavon Merchant Services.

Colin Driscoll

Onboarding Expert

This article delves into the definition and significance of ISVs, the advantages associated with ISV certification, various forms of ISV partnerships, recommended protocols for ISVs, strategies for software monetization, and a detailed examination of Candela Subscription Models through a case study.

Colin Driscoll

Onboarding Expert

Agents in the payments space face a tall task- competing with technology, price, and improved customer onboarding experience.

Coulter Layden

Onboarding Expert

This article takes a look at form builders that exist today that include underwriting tools, including Under.io. When opening financial services accounts digitally, this is an important aspect of your form builder.

Coulter Layden

Onboarding Expert

AI is changing every industry including the way financial services companies underwrite their customers.

Coulter Layden

Onboarding Expert

Under.io is a form builder built for the payments industry. Use our templates to create an application customized to your company and compatible with your processor in minutes.

Coulter Layden

Onboarding Expert

Under.io is a form builder built for financial services industries like payments.

Coulter Layden

Onboarding Expert

Under.io is a form builder specifically built for financial services. Creat your applications and customers in minutes, and then gain the ability to underwrite your customers from the same platform.

Coulter Layden

Onboarding Expert

Under.io has payment processing templates ready to be used the minute you create your account. Grab your processors mpa and create customers in minutes.

Coulter Layden

Onboarding Expert

The ability to move all PDFs online is crucial in 2024. This article discusses that topic in-depth and how Under.io helps transition individuals and companies to the digital world.

Coulter Layden

Onboarding Expert

Online forms are an effective way to collect customer information, and organizations rely on them more than ever. There are many online form builders, and it is essential to understand their strengths and weaknesses before deciding which one to use. 

Coulter Layden

Onboarding Expert

In the contemporary digital landscape, establishing a polished and uniform signature for electronic correspondence such as emails and documents holds paramount importance.

Coulter Layden

Onboarding Expert

Under.io is a popular PDF editor, this article goes into why.

Coulter Layden

Onboarding Expert

Electronic signatures are the standard for modern business. Companies need to have this incredible tool at their fingertips, and it is essential that they understand their options, such as DocuSign and Under.io.

Coulter Layden

Onboarding Expert

Multi-factor authentication requires additional levels of user verification rather than simple passwords. These additional levels of authentication can vary depending on the system, from one-time passcodes to fingerprints.

Coulter Layden

Onboarding Expert

Have you ever pondered the seamless integration of apps and services with your bank account to facilitate secure transactions and ensure precise financial information? Plaid stands as the pioneering platform that transforms the dynamics of interaction with financial institutions.

Coulter Layden

Onboarding Expert

If you are seeking the top wealth management platforms to assist in managing your finances, there is no need to search further. From Personal Capital to Betterment, a list of the top 10 platforms has been compiled, each offering a variety of features to address your investment requirements.

Colin Driscoll

Onboarding Expert

This article delves into what wealth management technology is and how it has evolved. The benefits of integrating this technology into financial planning are explored, including increased efficiency, enhanced client experience, improved risk management, and cost savings.

Colin Driscoll

Onboarding Expert

Customer identification is a routine yet surprisingly complex component of modern businesses. Financial service regulations require robust customer identification procedures that come with many challenges. Companies need the best tools at their disposal to meet these compliance requirements. 

Colin Driscoll

Onboarding Expert

Are you tired of juggling multiple PDF files and struggling to keep them organized? A PDF merger could be the solution to consider. This article will delve into the benefits of using a PDF merger, the key features it offers, and a step-by-step guide on how to use one effectively.

Coulter Layden

Onboarding Expert

Vendors are an essential and often unavoidable part of modern business. Companies are not always equipped to complete every step of their business operations, so they need to bring in third-party vendors to complete these tasks.

Colin Driscoll

Onboarding Expert

This article serves as a comprehensive guide to understanding the payment facilitator model, detailing the roles and responsibilities of payment facilitators and identifying the types of companies transitioning into payment facilitators.

Colin Driscoll

Onboarding Expert

Have you ever considered the distinctions between ISO and ISV certifications? This article delves into the definitions, purposes, certification processes, industry focus, requirements, costs, validity, and recognition of both ISO and ISV certifications.

Colin Driscoll

Onboarding Expert

Financial service brokers and agents are met with a ton of unique challenges. Fortunately, many useful tools out there provide many valuable features for brokers. Brokers must choose the right provider of these tools and enable them to be as efficient as possible.

Coulter Layden

Onboarding Expert

In today's fast-paced and competitive business environment, efficiency and productivity are key factors for success. Business automation software is essential for streamlining processes, improving communication, and collaboration.

Coulter Layden

Onboarding Expert

Customer onboarding in financial services is a crucial process that sets the tone for the entire customer relationship. Each step from pre-onboarding to ongoing relationship management is essential for ensuring a seamless and satisfactory experience for the customer.

Coulter Layden

Onboarding Expert

Brokers have played an integral role in financial services here in the US for decades. The activities of brokers have become increasingly more diverse over the past forty years as technology and regulations have changed.

Coulter Layden

Onboarding Expert

Combining PDF files can be a useful skill for anyone who deals with multiple documents on a regular basis. Whether you are merging reports, invoices, or presentations, the ability to merge PDF files can save you time and streamline your workflow.

Coulter Layden

Onboarding Expert

Are you curious about DocuSign Login and how it can streamline your document signing process? In this comprehensive article, we will explore what DocuSign is, how it works, the purpose of DocuSign Login, the benefits of using it, and the steps to create and login to your account.

Coulter Layden

Onboarding Expert

Building an online presence is challenging for many businesses. Marketing requires significant investment, but it is essential that you do not ignore security, as fraud has become more prevalent. You must have the right tools to help your sales while maintaining the highest levels of security. 

Coulter Layden

Onboarding Expert

Client onboarding in financial services is a crucial process that sets the tone for a successful relationship between a client and a financial institution. From initial contact to account activation, each step plays a vital role in ensuring compliance, managing risks, and providing a personalized experience.

Coulter Layden

Onboarding Expert

Electronic signatures provide incredible benefits for businesses in a wide variety of industries. They allow companies to collect legally binding signatures digitally and provide a smoother experience for everyone involved.

Coulter Layden

Onboarding Expert

Creating online forms is an often daunting and unavoidable challenge for many businesses. With Jotform, users can create a variety of forms utilizing various templates, allowing for a more seamless experience.

Colin Driscoll

Onboarding Expert

Are you considering upgrading your Jotform account but not sure where to start? In this article, we will explore the features of Jotform, the benefits of upgrading, the different plans available, and how to upgrade your account.

Coulter Layden

Onboarding Expert

Looking for an alternative to Jotform for your online form-building needs? We explore the top competitors to Jotform, including Wufoo, Typeform, Google Forms, Under.io, and more.

Colin Driscoll

Onboarding Expert

KYC is an unavoidable necessity that comes with many challenges and moving parts. Fortunately, with Under, you get access to the best KYC solutions to unlock the power of KYC and protect your business from fraud and regulatory fines. 

Colin Driscoll

Onboarding Expert

Digital customer onboarding is a crucial process for businesses looking to attract and retain customers in today's digital age. This article will explore the definition of digital customer onboarding, its importance, benefits, and how it works. We will also discuss the steps involved in the process, as well as the challenges businesses may face.

Coulter Layden

Onboarding Expert

In today's fast-paced digital world, the process of onboarding customers seamlessly and efficiently has become crucial for businesses across various industries.

Coulter Layden

Onboarding Expert

KYB, also known as Know Your Business, is an essential component of modern business and fraud prevention. It allows companies to verify that another company is legitimate before doing business with them. KYB is critical as companies have to contend with fraudsters and hackers who pretend to be legitimate businesses to conduct fraud. 

Coulter Layden

Onboarding Expert

Welcome to the world of merchant onboarding! In this article, we will explore the concept of merchant onboarding, its significance, the key steps involved in the onboarding process, best practices to streamline the process, and the importance of merchant risk management and monitoring.

Coulter Layden

Onboarding Expert

In today's digital world, businesses must navigate complex regulations and ensure the security of their operations. Understanding the differences between Know Your Customer (KYC) and Know Your Business (KYB) is crucial for compliance and risk management.

Coulter Layden

Onboarding Expert

At its core, multi-factor authentication or MFA requires multiple layers of verification for a user to access software. However, it is distinct from two-step verification, which requires users to input two separate but similar data points, such as a password and a security question, to gain access.

Colin Driscoll

Onboarding Expert

Learn the significance of a Tin Number for both individuals and businesses. We will also discuss the process for obtaining a Tin Number, the required documents, and the benefits of having one. Address common questions such as whether a Tin Number is the same as a Tax Identification Number and if you can have multiple Tin Numbers.

Coulter Layden

Onboarding Expert

Curious about what an EIN is and why it is important? Wondering who needs an EIN and how to get one? In this comprehensive article, we will explore everything you need to know about EINs. From the benefits of having an EIN to the different ways to apply for one, we've got you covered.

Coulter Layden

Onboarding Expert

Plaid is an incredible tool within fintech with a ton of practical applications. There are many aspects of financial services that Plaid is excellent for. These include personal and business finances, open finance, digital banking, lending, and consumer payments. With Plaid, companies can find solutions for all these unique finance areas. 

Coulter Layden

Onboarding Expert

We will explore the definition, purpose, history, requirements, importance, benefits, challenges, best practices, role of technology, regulatory compliance, and implementation in financial institutions and anti-money laundering compliance.

Coulter Layden

Onboarding Expert