[WEBINAR] Multipolicy, Workboard & Policy Preview from Banner

Introducing the next round of enhancements to the digital application process.

Highlights will include:

• Multipolicy: Advisors can submit up to three applications for the same insured; completing one interview for all applications
• Workboard: New tool for case management that gives additional insight into case status
• Policy Preview Phase 1: If the owner and insured are the same, access to the policy packet is available when the offer is made