CLIC Mobile for iOS

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Developer’s Description

Developed to help financial professionals view, respond to and accept offers in their pending book of business. In addition, the app allows...

Developed to help financial professionals view, respond to and accept offers in their pending book of business. In addition, the app allows financial professionals to quote both Voyager UL and Nautical Term from the Columbus Life family of products.CLIC Mobile has integrated the Pending Business Module with our real-time quoting functionality from our CLIC Quote app, for one seamless, easy-to-use application. Through a wizard-style (step-by-step) selection process, quoting is fast and easy and we have added a compare functionality to Quote, allowing you to adjust the payment plan or coverage amount in a few simple taps to determine which is the right path for your client. CLIC Mobile App with Pending Business and Quote functionality will:Keep you up-to-date on your pending book of businessAllow you to respond to individual requirements Notify you when: New outstanding requirements have been requestedAn Offer has been extendedA Case has been Issued with mail tracking on FedEx shipments for your convenience!Allow you to accept or decline an offerContact New Business/Underwriting with a tap of the finger through secure form or phone callQuote our Voyager UL or Nautical Term Products