Your dibrokerWest Advisor Portal helps you track the life-cycle of your disability insurance cases from start to finish. From quote request to applying for coverage, you can manage your cases efficiently online and access quotes and documents in one place. Features include…
- Submit quote requests directly into our system.
- View previous quote requests for re-marketing.
- View up-to-date status of cases in underwriting.
- Securely upload and send documents, protecting sensitive information.
- Receive email updates on case status and requirement requests.
- Access carrier forms, DI sales tips, product info and much more…
Your Client Gateway is a public-facing website where clients can easily view coverage proposals and apply for coverage: all online, 24-hours a day, 7-days per week. Features include…
- Create client accounts with information submitted for the quote.
- Enter plan designs for one or more carriers.
- Enter plan designs for different coverage provisions (i.e., Benefit Periods, add riders, etc.).
- Send clients an invite to complete the application online.
- Collect electronic signatures using DocuSign.