Tailor your client's lump sum events and limits

Modified on Tue, 12 Nov 2019 at 11:07 AM

When navigating the portal, we provide various options to tailor and adjust benefit limits for your client.

One example in the Individual Personal Accident & Sickness product quote path is the ability to select specific events and associated limits for the Lump Sum benefit.

As pictured below, you can make the changes and see the premium update accordingly.

Navigate to the lump sum section and slide the benefit on:

Click on the events field and select from the drop-down options:

Finally, click on the benefit limit field and select your desired benefit limit:

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