thru FAQs
What does 'Send application for Insurance Email to client' mean? This question is asked in the thru funnel on the 'Checkout & Pay' page. * When the customer sees this screen in the thru funnel, they only have one option to accept the Application for Insurance. This means that when they click the icon, and th…
Add New Customer
You can add a new customer/ customer profile, without having to quote in thru. To view a demo of this process - view this recording: How to add a new customer in bond . This can be useful if you want a customer profile in the platform before they hold any policies with you. * First, search for the customer u…
