Sometimes a client needs more than an online form—they need a hand. Now, Ethos lets you submit applications with your clients right from the portal!
Our new agent-assisted flow is a great new option when you want to offer this level of consultative service. With this new feature, you can fill out an application while on a call or in a meeting with them. The only thing they have to do online is sign the policy.
You now have 2 ways to submit applications with Ethos:
Watch this video to see it in action!
If you or your customer drops off during the application process, you can return to the exact place you left off at any time:
In your Customers tab, you can see the status of your client’s application, including whether it’s submitted, approved, or in-force, and if there are any next steps for your client, such as signing the application or providing payment.