SET Sales

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A fully-digital process enables producers and group administrators to collaborate in the 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, sample certificates, and other fulfillment are immediately available in the group’s portal. 

Broker Initiated and Invited business are equally simple with SET Sales. From your marketing site, you can launch into an intuitive, easy-to-navigate portal that makes direct-to-consumer purchases straightforward and compliant.