Four Oneday Pro Updates That Get Clients Covered Faster
Stack Your Term, alternate offers, My Staff accounts, and saved advisor disclosure are live in Oneday Pro. Here's what each one changes for Canadian advisors.
Tagged #life-insurance-canada
3 articles
Branded Illustrations: Send Client-Ready Quotes in One Click
Generate branded life insurance illustrations with your name, contact info, and advisor code on every page, then email the PDF to your client from Oneday Pro.
Open Series: Built for People With Pre-Existing Conditions in Canada
The Open Series is live across Canada: a simplified-issue product built for people with pre-existing conditions. For advisors. Get contracted today.