Feature List:
- Securely upload applications
- Use your camera to take pictures of the application
- Input only minimal customer and policy detail
- Get instant feedback showing that we have received your applications
- Search your customers applications
- Track the progress of an application while it progresses to the carrier
- View prior enrollments
- View carrier contracts held through Guided Solutions
- Initiate and complete Scope of Appointment forms
Disclaimer:
The Guided Solutions Hub app is free for agents contracted with Guided Solutions and only requires
an active account for our Guided Solutions Hub (https://hub.guidedsolutions.com).