MosesNewmanNAAIP
Super Genius
- 149
Thank you.
Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature may not be available in some browsers.
I would like more informationOur favorite feature, and widely used is the emailable application link. Simply quote your client and if they are not ready to apply you can send them to a custom landing page custom to them, including their name and quoted information. This call to action allows them to complete the application online, notifying the agent automatically once done. Agent signs off and submits. The data on the application link is insane, an astounding 42% of clients that get this link sent to them (by the lifeinsuranceprocessing.com system) complete it. Stop emailing your client quotes, email them a call to action allowing them to apply online.
View attachment 4634
"Complete your Application" button exposes this section for client self completion:
View attachment 4635
Thank you!