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Follow these steps to generate a Product Comparison Report:
- Log in on your Broker Account
- Enter your client information or select a client from your contact list to auto-populate your search with their information
- Enter a Face Amount and click Get Quote
- Click Compare next to your search filters to compare up to four quotes
- *Once you've reviewed the quote click Prepare PDF on the top right corner of your screen
- Give your report a Title or write a Recommendation for your client (optional)
- Save or Print your branded comparison report
* Make sure to update your profile with your branding information to generate branded product comparison reports. Click here to learn how to brand your Finaeo profile.
