We've listened to your feedback to enhance the Protection experience.
We've recently made several changes to the Demands and Needs and Multi-Benefits features in Smartr365.
You can now:
- Easily capture Demands and Needs
- Add single insurer policies and benefits to cases from Solution Builder and;
- Add multiple benefits to a Protection case in Smartr365
More improvements are on their way, soon you will also be able to:
- Add multiple insurer policies and benefits from Solution Builder to new Protection cases
- Use Smartr Demands and Needs to prepopulate Solution Builder to create quotes
Click here to find out more and check out our video guide for a detailed walkthrough of the recent changes.
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