https://completemarkets.com/pages/Discussion/dtopic/h0e7eD5glEy63KqHAKXIpQ/Quote-Management-Program/
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".
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</br>I used one years ago with an Independent Agency I worked for, I just can't remember the name of it.
https://completemarkets.com/pages/discussion/dtopic/XiZqZXhxcka_JagBAPGKcQ/Non-Standard-Auto-Market/
Since losing National Interstate and Now Titan (In Texas), I'm left with Kemper and Infinity.. are there other similar, Non-Standard markets for artisan contractors with an online rater?
https://completemarkets.com/pages/Discussion/dtopic/6gcIOs7O1ki-tLIDAJjjmw/Non-Standard-Vacant-Buildings-Special-Multi-Peril-Texas/
I have a customer with 22 acres in Oklahoma.. with 10
buildings…and a few other things to insure…to make the bank happy.
It’s currently vacant and has been for about 10 years. She
bought it to turn it into a place where churches can reserve for retreats and
such. Nothing has been done towards converting as she got sick soon after
purchase.
Her son lives on premises as a caretaker but other than that
it’s vacant.
I need property?
https://completemarkets.com/pages/Discussion/dtopic/hICoBErfzku6ybGdAKQsIA/Quoting-Proposal-Software/
I am looking for a program that will provide assistance with multiple steps in the quoting process. I used to have one at a company I worked for in 2008 that was perfect. You open a new account, type the customers information into the file. The click a few buttons and it prefills Acords and emails them to underwriters (that you default selected for different policies i.e., GL, Auto, Work Comp). Then it monitors the account.. reminds you if it's been 2 days since you've "touched" it.... (keeps you from forgetting to follow up).. then when you get a quote.. you type in the figures and it makes a nice proposal to email to your customer. The company that made this program was SalesForce I believe but I haven't had much luck getting anyone there to help me figure out what it was. Does anyone know of a program like this??
https://completemarkets.com/Gardners-Insurance/Storefronts/
https://completemarkets.com/company/policymanagers/Storefront/
https://completemarkets.com/pages/Discussion/dtopic/0odk2U_Oqk-guaw9AJWjKw/MVR-Program/
Can anyone recommend a simple MVR program. I just need to be able to run a simple MVR (for all 50 states)...that's it. I don't need an Agency Management System.. a Fleet Monitoring System... or any type of Risk Management Analysis Program.. I JUST need MVR's :o). Thank you.
https://completemarkets.com/pages/Discussion/dboard/iKH4zcTn7UKn9KBEAMiPYg/Technology-Tools/
Add and participate in topics related to -
1. Software
2. Technology & Information Technology
3. Productivity
And just about anything tech related to the Insurance Industry...
https://completemarkets.com/company/policymanagers
https://completemarkets.com/pages/Discussion/dboard/6fFg_ZNGhkCb3KBEAMrKAA/Ask-Your-Peers/