[REPLAY] Enhancements to the Digital Application Process from Banner

Recorded 11/17/22

Click below and watch the recording where you will learn about:

• 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