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
Graded Death Benefit
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
|I need it...||Yesterday (let's go already)|