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Published on Oct 5, 2018
Introducing the first “single-entry” illustration quoting platform that helps agencies, case designers, wholesalers and producers streamline the illustration process. Finally! A way to enter insured information and case design parameters once to drive multiple carrier and plan illustrations. No more toggling between carriers and plans! A one stop shop.
Discover how Intelligent Quote can help you transform your work day and business with:
An Intuit-like experience with a clean and easy to navigate user interface Enter insured and case design information only once to drive multiple illustrations Benchmarking features to help evaluate the best carrier and plan to recommend Intelligent Quote is the first web-based, multi-carrier illustration platform that streamlines the life insurance illustration process with “single entry” quoting. Reduce the time you spend on case design by up to 30% and create more free time during the day for consultative selling.