Guide

Tailoring and Purchasing a Policy

There are three primary options available for the user to purchase the policy.

  1. The customers details can be passed to us to be digitally fulfilled. – Preferred. (CIMA)
  2. The adviser can be seamlessly signed into our front-end to tailor and purchase the
    policy. – For those users who want to sell the policy themselves.
  3. You can direct the customer to a white-labelled front-end where they can purchase
    the policy themselves.
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