Screenshots
Client enters their details on custom designed forms. On average the client will complete three or four pages before payment.
The client's payment is then handled by a third party payment provider such as Protx.
Client is then emailed details of the policy. In the example they recieve an email with the Keyfacts, Policy Document, Covering Letter and Premium Receipt attached as PDF documents.
Admin Area
We provide you with an Admin Area. Here you can view Sales, Orders and Policies. Policy data can be imported into your backoffice systems by CSV file (there are additional options available).
See our Demo Area pages.