Illustration-3 option proposal
After entering all the information in, creating a three option quote. ( example. $7,500/$10,000/$15,000) and determining which carrier you want to utilize. It would be nice to be able to generate a pdf showing the following Carrier Information- rating ect. Plan Details- Riders included in quote, Face value, monthly payment. Three option pdf. We can then present to our clients and determine which one best fits there needs. At the bottom of the page, have a accept decline statement, accept- show which option they chose. Decline- Disclaimer saying they were informed of this quote and decline the wright to submit for approval. Something like that. Your thoughts?