Starting from:

$249

SmartWork - Annual Plan

Unlock the Power of SmartQuote



Value Creation:

-ROI Potential: 10x's investment if you simply identify one mis-quote that is now bound or one lead that didnt have proper follow up set that should have been closed. Even more digging into lead source, compettior intelligence and more.

-Average Closed Household: $2,500 Premium
-Average Commission at 10%: $250

-Cost of SmartWork: $25/month

 


The reporting app that allows you to aggregate, differentiate, and identify opportunities effortlessly. With SmartQuote, identify leads at the push of a button, allowing you to work smarter, not harder.

Competitor Intelligence: 

Search by carrier AND adjust the last quoted price up by percentage of increased filed. Work the leads where you are in ballpark, not every single lead you've quoted. Value your time. 

 

Bound Policy Insights: 

At the click of a button see all the policies bound with score, prior BI, location, source and more. Know where to spend your marketing dollars.

 

Quote Insights:

Audit your quotes based on score assigned by your staff. See the quotes they are about to abandon. Identify leads out of pattern for manager/peer quote checks and ensure the HOT leads are being followed up by your team. 


 Updated 01/31/2025