Customer Brochure

After a contract is written a customer it would be fantastic if the agent could leave a brochure or pamphlet of information to inform the customer of some of the below information:
How to set up an account in OA
Explains Insurance
Graded Death Benefit
Explains Growth
Irrevocability
Burial Space Items

These are questions that customers constantly call into the home office with, and are upset that they were not explained when they signed their contract.


Needs to be automatically emailed and be part of the acceptance letter

  • Guest
  • Sep 4 2017
  • Planned
I need it... Yesterday (let's go already)
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