The Power to Upsell
Encourage policy upsell opportunities
Send your clients pre-approved coverage options that:
- Increase death benefit, change term length
- Have automatically recalculated premiums
- Amend policies without lengthy re-issue process
Collect payment in real-time
Improve client experience with payment options:
- Allow interactive selection of payment mode
- Credit card and electronic bank draft functionality
- Amend policies and submit payment without lengthy re-issue process
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