Insurer Quotes for General Insurance Agencies
An agency that works with several insurers collects a quote from each before the client chooses. This module keeps those quotes against the enquiry, so the comparison can be read and sent again.
Quotes held against the enquiry
A quote belongs to an enquiry. An enquiry belongs to a client. Nothing is retyped when a second insurer is added. The vehicle or the members are already on the enquiry, and each quote adds only its own premium and cover.
Who uses it
Sales and renewal staff create the quotes. Servicing staff use the accepted quote to record the policy once the insurer issues it. The owner can read declined enquiries by reason, which shows where the agency is losing business to a showroom or to an online buyer.
How it connects
An accepted quote becomes a policy entry on the register, with the premium and insurer already filled. A renewal enquiry opens with last year’s quotes beside it. Declined quotes stay on file for the next call. Nothing is lost.
What the system does not do
It does not fetch live rates from insurers. Premiums are keyed in by staff, or imported where an insurer supplies a file. Whether a rate feed is possible depends on the insurer, and that is raised during scoping.
Frequently asked questions
Does it pull quotes from insurer websites?
No. Staff enter quotes from each portal. Any automatic feed depends on what an insurer offers, and it is checked with you during scoping.
Can a client receive the comparison on WhatsApp?
Yes, once the agency’s WhatsApp account is connected. The comparison goes out as a message, and the date it was sent is kept on the enquiry.
What happens to quotes the client rejected?
They stay on the enquiry with the reason noted. At the next renewal, staff can see what was offered and refused.
Can two staff quote for the same client?
They can, and both quotes show on the one enquiry. The owner decides who may create or change a quote.
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