Single key for multiple quote returns, they have done it!

Solution for quoting complex Insurance products with options

The Problem

Obtaining quotes via your software house and then accessing multiple Insurers sites for additional quote options.

Looking at your weekly hours used for processing quote data with an average of 4/5 quotes processed manually away from your software house provider

Some of your Insurer partners are not on your software house

Cost of quoting to placing with limited earnings

Additional back office update with policy setup

No CRM system to track engagement and log 

The Solution

Single key for multiple quotes

Available to brokers of any size

Retrieve quotes from Third party sites with your live agencies

Populates the back office of your software house 

Built in CRM for quote status

Pay as you go, low cost 

Add product lines

Include own schemes

Complete web based calls from the system with options including call recording against client

Options for, emails, text and Whatsapp messages via the system

Add validation tools as part of the quote process or at point of sale

The system can be built around a broker to help with providing time saving tools, whilst providing a tech solution that works with your back office system.

Additional tools are available with our tech and marketing partner.