We introduced the next round of enhancements to the digital application process
Click below and watch the recording where you will learn about:
- Multipolicy: Advisors can submit up to three applications for the same insured; completing one interview for all applications
- Workboard: New tool for case management that gives additional insight into case status
- Policy Preview Phase 1: If the owner and insured are the same, access to the policy packet is available when the offer is made
Please contact your dedicated LGA team with any other questions.