Overview
- Simple product sold directly to the client via an iFrame on their website.
- Once quote has been created and sent to the client they can click the link to access their client portal, retrieve their quote and bind it.
Key Users
Client, Broker, Underwriter
Key System Features Demonstrated
Quote functionality, iFrame integration, tailored visual design
Key Steps
- Step through site hosted question set
- Create a quote
- View created quote in system
