Faster quotes mean more business
Brokers and their customers appreciate a responsive and informative quotation experience. After the sale is complete, moving easily from quotation to plan installation makes everyone happy. Our quotation features keep the process moving.
Quotation Highlights
Track Requests
Never lose track of a quote in progress.
Broker UX
Work securely with your Brokers with the Broker UX.
Convert to Plans
No more re-keying! Preserve information you've gathered in the quote process, and apply it to create the customer's plan.
Dashboard
Manage quotes in progress with the Quotations Dashboard.
Your quote is your promise
First impressions matter. Your quote isn't just a number. It represents your promise to the customer. If the quotation process feels difficult and slow to your prospective customer, they will mentally imagine that service will be hard and slow too.
Making the first step of the buying journey easier gets your business relationship off to the best start.
