For brokerage and benefits administration organizations dealing with several product variables, service tiers, and commission structures Smart-Quote management suite is disruptive.
Empowers users by providing AI & predictive science optimized suggestions likely to convert into an order.
Uncover which products and services are generating majority of the revenue.
Sales Reps can send Performa’s or quotes instantly, and save configuration into an install base module to utilize other opportunities in queue
Formulates proposals, Performa’s and quote.
Automates contracts, approvals, signatures, stores contracts on accounts or opportunities & analyzes trends.
Improves opportunity closure, increases revenue, decreases expenses, order approvals, sales pipeline, churn rate etc.
10 Times Square, 5th Floor,
New York, NY 10018
+1 (518) 632-6332
1250 Connecticut Ave NW, Washington, D.C 20036
+1 (202) 446-1670