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- Getting Multi-Policy and Multi-Benefit Quotes
Getting Multi-Policy and Multi-Benefit Quotes
on 11-04-2023 06:21 PM
Overview
Save time and increase sales by quoting for up to five benefits at once, and comparing single-benefit products alongside multi-benefit (menu based) products.
The Multi-Policy service enables you to get quotes for multiple protection policies using a single set of screens. You can select up to five (5) policies and the quote results are summarised into a package, which can be tailored to suit your client’s needs.
The quote results are summarised into a package containing the quote for the lowest premium for each policy.
When you have a Multi-policy package that suits your client’s needs, you may wish to get a Multi-benefit quote where all of the benefits are provided by one insurer in a single product and applied for on one application form by the click of a single button. This functionality allows you to easily switch between a Multi-Policy and Multi-Benefit package without having to input the client details all over again.
The Multi-Benefit service enables you to get quotes for multi-benefit or menu based products, where all of the benefits are provided by one insurer in a single product and are applied for on one application form. You can select up to five (5) benefits.
A quote request will be sent to every multi-benefit or menu-based provider that can quote for one or more of the benefits and once all of the quotes have been received, the Multi-benefit Quote results screen is displayed.
See it in action
Let us show you how with a simple scenario in just 5 minutes.
Speakers
- Georgie Rideout - Training Consultant
Find out more
Want to know how The Exchange makes finding and applying for the right products easy, helping you find the right solutions for your client's.
- Talk to your Iress account manager or contact sourcing@iress.com to find out more
- Give us a call on 03450 530 490
- Attend one of our regular free training sessions (Select a date and book online)
- Download our Fact sheet
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