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. 

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