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