Whether you’re conducting business in person or remotely, the Gerber Life Agent Portal ensures you can work with your clients effectively. They’ve created four short Gerber Life Agent Portal training videos to help the process run smoother and more efficiently.
You’ll get quick lessons on:
How to run a quote: Access to the Agent Portal allows you to execute a quote quickly and keep the sales process moving.
How to complete an e-App: It takes just a few clicks to complete and submit an e-App, and everything you need is in one place.
How to submit a payment: Whether it’s by card or electronically, simply input the information and you’re good to go.
How to create an eSignature: Digitally replace a client’s handwritten signature, whether you’re face-to-face or remote.
Use the Gerber Life Agent Portal to streamline the sales process. And be a hero to your clients, no matter how you connect.
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