Stop spending weeks chasing people down for information only to get white out over premiums — or worse, no information at all — can be a thing of the past.
Agents have to educate and instruct clients on where to find their information and what they should share.
Clients do not know where to find their information, they don't have a process to follow, and often lose interest because of this.
Agents often receive inaccurate information from clients - white out over premiums, receive policy IDs or incorrect documents.
The biggest friction point in the sales process is the agent and client spending time collecting information.