Reach more clients and write more business faster with GTL’s new Quote-to-Consumer functionality on the Agent Portal!
The Agent Portal now gives you the ability to send Advantage Plus quotes directly to your clients by clicking the new green button “Invite Customer to Apply” at the bottom of the quoting screen. Your clients can then review their selected coverage and complete the application themselves! See page 2 of the How-To Guide for more information on the consumer-friendly application.
This new update is available for Advantage Plus on the Agent Portal only.
Click the button below to access and download our helpful How-To Guide to walk you through the process.