You asked, we listened! With our new pay via Quote Snapshot feature, when you send your clients their Quote Snapshot link, they can simply click “Buy Policy”, input their payment information, and bind the policy. You will be able to see this new feature beginning tomorrow, February 4th!
Why it matters: Save yourself time and manual effort! Plus, you no longer have to worry about collecting or storing sensitive payment information. Coterie currently accepts all major credit and debit cards.
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