$249
Make Your Quotes Smarter with SmartQuote
Your staff is already doing the quotes; it's time to make those quotes smarter.
Using company-provided quote data like name, address, quote number, premium, items (and recently prior carrier) is a good start, but it's not enough for truly meaningful decisions.
With SmartQuote, capture additional, essential details to work your quotes smarter. This app ensures uniform quote details with the important fields missing from company sources, providing a consistent, organized output for targeting leads effectively.
No matter if it's your most experienced employee or someone on their first day, SmartQuote eliminates guesswork. Staff simply fill in the blanks, and we turn that information into meaningful insights. Agents can use the Smart Quote Report to write more business.
- Staff Member Pricing is out of pattern? - Identifiable
- Years Prior Carrier possibly missed tier? - Identifiable
- Prior Carrier and the prior carrier pricing? - Identifiable
- Competitor Intelligence indicates rate increase? Identify which leads you are in range and work those that matter versus all leads by carrier.
- And much much more.
If analyzing the cleaned-up data isn't for you and you want even more insights, bundle SmartQuote with SmartWork to have the analysis done for you automatically.
This update includes a built in adherence report to ensure staff is correctly adding data with each quote.
Last Updated - 02/12/2025