Term Life Quote & Apply

The Term Life Quote & Apply accelerator allows the user to gather the necessary information, and set a quote for when the customer applies for an insurance.

The module allows gathering more than just the basic information about the customer in order to establish a quote. Hence, a financial needs analysis, or a Demands and Needs Test (DNT) stage is introduced for the customer to determine the best fitting package that they can apply for. The customer can then select one or more of the packages from a list of automatically generated quotations based on the personal and financial information previously provided. The customer can then apply for a term insurance policy.

Read more about release notes on Term Life Quote & Apply: