Pricing engine

SMART QUOTE

Optizmise and maximise,
Better Handling,
Best Suited for Unique
Sales

Sales Experience

With years of employee benefit sales experience, we introduce a better way to quote and manage your carrier rate and benefit data.

A radical change in benefits technology is upon on, and while we understand the need for change, we also understand the need for continuity. Thus, our program provides easy APIs and easy methods of effective data transfer.

  • Provide the data and powerful quoting tools to support private exchanges
  • Provide online enrollment
  • Provide payroll and HR systems

NO MORE SPREADSHEETS

We make you intimate with your data in the exact manner that you have always envisioned. .

FOREVER SOLUTION

Our expertise also covers the domain of employee benefits. Load your own rates and benefits. 

SINGLE OFFICE AGENCY

The best genius ideas and thought processes of experts bloom into a real-time quoting platform, tailor-made just for you.

Advanced Pricing Engine

The advanced pricing engine delivers an already configured, adjustable set-up which enables companies to quickly define and implement high-end price formulations capable of adapting to the dynamics of business and helping you navigate complicated pricing terrains with intelligent optimization models.

National Agency

We support multi-user agencies with smart sales reporting and tools to track and drive more sales. Connect with your other agency tools in an environment jeered towards making productivity soar

General Agent

Empower your sales team and agent partners with co-branded quoting. Quote from your website or provide ‘Smart Quote’ platform to your top agents.

PEO

Load your own rates and benefits. Table rates or custom rates are now quoted with ease. You don’t have to bother about the risk of errors or consequent losses.

Revenue Prediction for
Products and services

With the smart-quote, sales attendants can better predict revenue on product and services, this gives an idea of net income, internal costing, commission and revenue before quotation is discharged

TECHNOLOGY PLATFORM

Our rates and benefits data seamlessly connect with private exchanges, HR, enrollment, and payroll platforms. It is a remarkable system with efficiency hardwired into it.

OUR APls

At Smart Quote we believe the data you create and use on a daily basis should be easily available to you as well as the other systems you use to accelerate your business.

PIPELINE REPORTING

Easily understand your market activity on a deeper and more profound level with accurate reporting and powerful analytical tools.

INSURANCE CARRIERS

With us, underwriting and sales are in capable hands, as we have tools in place for these two in order to make your sales and quoting process faster and more efficient than you even think possible.

Revenue Prediction for
Products and services

With the smart-quote, sales attendants can better predict revenue on product and services, this gives an idea of net income, internal costing, commission and revenue before quotation is discharged

Insurance carriers

Smart-Quote aims to make carriers, the natural forces to be reckoned with in the insurance world, as long as they adopt Smart Quote and use its services to gain the edge in this market where no company can afford errors. We also promise you the delivery of our services with professional peculiarity. We make adequate provisions for carriers, greatly improving the efficiency of their quoting and FRP processes.

Employees Empowered

Smart-Quote stabilizes and builds the bottom line by showing all details on revenue and expenditure; when sales attendants get to see deal structures and their profitability, morale to complete sales increases, and Smart-Quote thus allows attendants to bring subject matter experts into a deal; since the quality of a deal increases when the handler is an expert Smart-Quote on the average increases quote quality by 75%.

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Profit and loss

Smart-Quote suite provides revenue forecasting, and P&L calculation at the quote level

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Flexibility

Flexibility to modify quote/proforma based on user feedback and shortens sales cycles.

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Error-free quotes

Error-free quotes – Increase sales accuracy by having the right information at a right time.

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Exactly how does Smart Quote make business easier?

Smart Quote efficiently manages complex configurations for groups and individuals with added services across flow areas

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