How will the client receive the policy confirmation? Will I get a copy of the policy as well?
You will get a copy of the policy once it has been disbursed. This policy can be accessed via your ‘policies’ tab. You will then be able to forward on this policy to your client. This increases your touch points with the client!
Previous PostWhat is the paid subscription pricing tier like for Surer?
Next PostHow do I track the number of plans I have given away?