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 #product-update
4 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.
Commission Reports That Finally Make Sense
Stop hunting through weekly PDFs. See every placement, payment, and pending commission live, and export to Excel whenever you need.
Faster Placements, Faster Paydays: Pay on Approval
Oneday Pro launches Pay on Approval, allowing agents to collect premiums immediately upon policy approval or set future dates for client flexibility.