Open a contact and click Quote. Enter the client's details once and the quoting engine returns side-by-side carrier results for the selected product line. You can send the comparison to the client by text and email with one click.
Run a multi-carrier quote
Open the contact record and click Quote.
Select the product line: Medicare Advantage, Medigap, ACA, term life, final expense, or annuity.
Confirm prefilled demographics and add health or plan details.
Review the ranked carrier results.
Click Send to contact to deliver the comparison by SMS and email at the same time.
Branding the output
Quote PDFs carry your agency logo, colors, and contact details automatically.
Does quote activity log to the CRM?
Yes. Every quote, view, and click writes to the contact timeline and can trigger a follow-up automation.