The Multi benefit quotation steps follow the same journey as the Standalone Products with few changes to the navigation.
Start the Multi Benefit quote after filling in the client details by selecting the Multi Benefit Products tab.
Select the different benefit types you would like the quotation on by clicking into the box at the far right of the line to select the product. When a product type is selected a counter will be displayed allowing you to enter the number of quotes required for each product type. For example, you may wish to do two single life quotes for the client and partner and a joint quote. Therefore, you would need to use the counter to change the number to three separate requests. Each benefit count has a range from 0 to 4.
Please note that you can only select a maximum of 4 benefits in any combinations and Waiver of Premium is not counted as benefit. For example you can choose 2 level terms and 2 decreasing terms and Waiver of Premium or just 2 level terms and 2 decreasing terms or 1 of each benefit and Waiver of Premium.
The benefits available for selection for a Multi Benefit are:
- Level Term Assurance
- Decreasing Term Assurance
- Income Protection
- Family Income Benefit
- Waiver of Premium
If you require a quote for each of the benefit types listed, simply tick All Benefits. Select next button to move the quote details input screens.