SET Sales

A fully-digital process enables producers and group administrators to collaborate in the group set-up process.  From quoting and plan selection, open enrollment timing, payment method, group application signature, and more.  Once the group is onboarded, all policy documents, certificates, and other fulfillment are immediately available in the group’s portal. 

Whether you want to offer a Direct to Consumer (DTC) solution, an agent-assisted solution - or both - SET has you covered.