Advanced Quote Management
Electronic Fulfillment of Quotes
InsurancePro contains built-in quote forms that can be electronically completed and stored in a prospect’s file. For staff who may not be familiar with the questions needed to obtain a quote for a specific line of business, the quote sheets also make a good reference tool. Also, you can bridge quotes from TurboRater, ITC’s comparative rater product. You can generate reports from your prospect information, such as follow-up reports, which are a great tool to help close the sale.