You can gain insight into the needs of customers, plan benefits and member service history across all service areas and channels
EMPOWERS SALES TEAM BY PROVIDING AI & PREDICTIVE SCIENCE OPTIMIZED SUGGESTIONS LIKELY TO CONVERT INTO AN ORDER.
Need to add a new item during quote configuration?
Central repository to configure and maintain price books
Smart-Quote provides revenue forecasting and P&L calculation
Empowers users by providing Ai & Predictive science
Formulate a proposal, performa and a quote
Automate contracts, approval, e-signatures.
The underlined features are just a few of the numerous features that the system provides that, quite simply, makes life easier for insurance firms.
There is no configure price quote solution in the market designed specifically for benefits administration/brokerage organizations which often requires ability to set up complex service variables, packages, commission split models, ability to forecast revenue and calculate profit and loss in real-time before a quote is sent out to potential customers.
Lack a single software platform to centralize and automate complex products & services, pricing, and business rules to make them available in realtime, in order to produce highly configured quotes
The entire process is manual from opportunity set up to opportunity won takes between four to eight weeks, and involves creating and updating several spreadsheets, price books, product catalogs and quote templates.
No capability to automatically calculate profit and loss, forecast revenue for each line item, obtain an itemized view of products and services configured by their financials resulting in poorly structured deals and lower margins.