A1 Enterprise presented a new Auto insurance quotation software to a key customer with facilities for generation leads via an insurance web site, generating auto insurance quotes, and sending lead notifications to assigned insurance sales reps for follow up. This is a private labeled web-based auto insurance software package with customer, sales rep, and administrative portals. With this system customers can login to review their past quotes and even get notified of open quotes before they expire. Sales reps can also access quotes for their customers to support the sales process and document quote follow ups. Sales rep activity can be tracked and can set follow up dates for active quotes and leads.
This auto insurance quotation software was presented as a fully private labeled CRM that supports promotional sales and new products. Private labeling also protects organizational brand identity and keeps the interaction with customers and sales reps consistent with the corporate web site. Software administrators can control branding and promotional content on the lead form and quotation form for customers and sales reps to get the latest news on auto insurance programs.
The quotation process has the intelligence to calculate premium rates and allow optional coverages selected by potential customers with administrative controls to set what coverages are available for certain auto insurance packages. The system supports rate specifications based on the make, model, year, and condition of the automobile, promotional code discounts, mileage, and fleet rates. With the efficiency of an online auto insurance quote software an insurance company will get more for their premium to reinvest into their company while offering better rates for their customers. Built in workflow for quotation acceptance, policy approval, and electronic signatures can take virtually all of the manual and paper processing out of the quotation and policy issuance process.
A1 Enterprise invests a significant amount of energy into each customer implementation ensuring they have thorough training and the configuration of their system meets their business requirements. We tailor our online web forms to match your web site branding and customize forms to prevent users from making mistakes or submitting invalid data that may require unnecessary follow ups from a sales rep or administrator. We take your knowledge of how your business should operate and how customers and sales reps should interact with your auto quote forms, and apply that knowledge to clean professional and secure forms that integrate replace paper forms and manual approval processes.
