Gerber Life Introduces Cross-Tab Functionaility on the Agent Portal
What is Cross-Tab Functionality?
Cross-Tab functionality allows Agents to complete multiple quotes and applications without having to re-enter the client’s information.
How Does it Work?
- Complete a product quote
- Print or Save the quote
- Choose another product tab
- Client information pre-populates in the new product tab
The client’s information will also pre-populate after an application has been submitted if you choose to do another application.
Quote data is removed when an Agent returns to their Home Dashboard.
Changes to Gerber’s Agent Portal Make Submitting Multiple Policies Easier
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