Share the proposal with a passcode

Your client opens the proposal through a private link. A six-digit passcode keeps it closed to anyone else.

1. 1.

   Share only after your firm or carrier approves client use of this proposal. Then paste this.

   Copy

   Using Annuities Genius: share the newest proposal for “Zinnia Quill (invented)” for 30 days with a passcode. Give me the client link, the date it closes and the passcode.

   Select the text and copy it.

2. 2.

   Send the link and the passcode separately. For example, the link by email and the passcode by text.

   Follow your firm's rules for sending client documents.

3. 3.

   To close the link, ask your AI.

   Copy

   Using Annuities Genius: stop sharing the newest proposal for “Zinnia Quill (invented)”.

   Select the text and copy it.

   Share it again later and the same link opens again. Sent it to the wrong person? Do not share this one again. Build a new proposal: it gets its own link.