Instant life insurance quotes with summary
- • Prepare life insurance quotes, with a summary view, instantly from your Sure-Quote broker tool.
- • No need to wait for broker consultants from different companies to prepare quotes
- • No need to do separate quotes on each companies quote program.
- • One online request for life insurance quotes from companies that you have a contract with.
- • Quotes from all companies will be available in PDF format and will automatically be saved in client folder in CRM for convenience and compliance purposes.
- • Get a professional summary of premiums per company per benefit to present to client.
- • Decide on a quote to present to the client and print a completed application form for client, or
- • Go paperless and have the client sign the completed application on a mobile device.
- • Get completed compliance form to be signed and saved in client folder.
NB: It is important to complete CRM information requested in full to have the form/s printed with all info