Upon successful consent
- Your client (the policyholder) will see a confirmation on their screen on FWD’s consent page. At the same time, they will receive confirmation via SMS and email.
- You (the intermediary or agency) will see that the proposal you had created via Surer will be shifted into the ‘Policies’ section of your Surer account with policy details fully and automatically populated. Watch this video for an illustration of how this works.