e-quotation.
Controlling the conversation between your salesforce and your customer can be hectic.
New products, new promotions and new marketing material has to be adopted by your agents to explain and promote the products to your customers.
New agents can find themselves overwhelmed by the amount of products and information while trying to generate the quotation for their customers.
Use our platform to make sure your agents are ready at all times.
E-QUOTATIONS ANYTIME AND ANYWHERE
Generate multiple quotations and provide your customer with a clear explanation and guidance on suitable products. .
- Adjust premium
- Add riders
- Adjust sum assured
- Validate suitability rules
- e-Quotation in PDF format
- Online and Offline functionality
- Marketing material
- Product description
WITH ONLINE AND OFFLINE FUNCTIONALITY,
- Customize Sales illustration
- E-Signature on E-Quotation with watermark
- Generate an application running number
- Digital Certificate
- Generate Quotation in PDF and share with customer via: print, email, Whatsapp, Line and etc.
Benefit
- Save time by converting to application
Upload content and reach all your agents at once.
- Upload marketing materials
- Product explanations
- Company information
- Single platform to provide your agents relevant promotionals and to generate quotations.
Help your agents increase their sales.
Benefit
- Increase agents sales efficiency.
- Prospect can learn about the products in a more dynamic way.