Log in or register to participate in this discussion.
Viewed 201 time(s)3 post(s).

Technology & Tools  Quote Management Program (Closed)


Deborah Gardner, Porter Insurance Agency - Porter, TX 77365
Reputation: 101 - Total posts: 9
Bookmark and Share
Can anyone recommend a program that will track/assist in quoting? Meaning, enter basic information and the program will track the quote, from start to finish, "Unsubmitted (Pending additional Info), "Submitted", "Quote Received", "Proposal Sent". With the information entered, it will prepare a proposal and e-mail to your customer, it will also remind you of various "to do's" like, "Your quote has been out for 2 days, call client and see if they want to bind" Quote bound, get binder".
</br>
</br>I used one years ago with an Independent Agency I worked for, I just can't remember the name of it.
4 month(s) ago
This content has not been rated yet.

Deborah Gardner, Porter Insurance Agency - Porter, TX 77365
Reputation: 101 - Total posts: 9
Bookmark and Share
Can anyone recommend a program that will track/assist in quoting? Meaning, enter basic information and the program will track the quote, from start to finish, "Unsubmitted (Pending additional Info), "Submitted", "Quote Received", "Proposal Sent". With the information entered, it will prepare a proposal and e-mail to your customer, it will also remind you of various "to do's" like, "Your quote has been out for 2 days, call client and see if they want to bind" Quote bound, get binder".< /br>< /br>I used one years ago with an Independent Agency I worked for, I just can't remember the name of it.
4 month(s) ago
This content has not been rated yet.

Melanie Altland, DeBruhls Insurance Services - Asheville, NC 28806
Reputation: 27 - Total posts: 2
Bookmark and Share
We use EZLynx with the built in rating system, however we are switchin to Agency Matrix for the managemetn system and keeping the EZLynx rater, as I do alot of commercial and EZLynx doesnt seem to handle commercial and life lines very well.
4 month(s) ago
This content has not been rated yet.

Log in or register to participate in this discussion.