How to do a Convertible Term Quote on Assureweb

69 views 18/02/2020 25/11/2021 0

To do a Convertible Term quote, you will need to launch an Essential Protection quote which can be located under Protection Services.

Once the client details are filled out, you can select Convertible Term under the Benefit Type.

Please note: Convertible Term can only be quoted stand-alone, so if you have other products added the option won’t appear.

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