Insurance Review Quickforms

How a client fills in a quickform to update you on their current situation

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

When the client accesses the quickform, they will be asked a multitude of questions regarding changes in their lifestyle, and their current cover. If a client selects 'yes', to any questions, then they will be asked for extra information regarding the topic.

Once a client clicks 'Done', these answers will be sent to you in a PDF to help you decide how to proceed with your client's insurance.

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