Leads
Names that came from the website, a referral, or a campaign, kept apart from in-force policies.
Add-on
It is not mixed into the policy book. A client who only administers policies never sees it. A client who wants growth gets leads, a quote form, and a simple board of who was contacted.
Names that came from the website, a referral, or a campaign, kept apart from in-force policies.
A public form on the client's hostname that lands in the same board.
WhatsApp, SMS, and email to people who asked to hear from them.