Why use quote and proposal automation?
When shopping for insurance, your clients don't want to fill out endless paper forms. Simplify the process by
going digital. An automated quote and proposal workflow will help you save time, improve customer service,
and earn the loyalty of your clients.
Easy quote and proposal generation
Let customers complete and sign insurance quote and proposal forms from the convenience of their mobile phone or tablet.
Create a dynamic experience for customers by customizing questions to show or hide based on how they answer your forms.
Quickly process quotes and proposals by setting up an automated digital workflow that moves through multiple team members.
Pinpoint ways to improve your form performance and increase the number of quote and proposal requests that you receive.
Create a form hub for prospects that lets them fill out release forms for credit history, driving history, and more all in one place.
Collect insurance quote and proposal data from prospects directly in Salesforce. No connectors or integrations required.
HIPAA compliant data collection
- Signed Business Associate Agreement
- Secure email and data routing
- File uploads & eSignature form fields
- Audit trails for eSignature collection
- Advanced HIPAA compliant security
- Dedicated support and onboarding