Product Configuration

SMART-QUOTE APPLICATION SUITE PRODUCT CONFIGURATOR

For organizations dealing with complex products, services, and channels, smart-quote management is a game-changer

ONE CENTRALIZED LOCATION FOR ALL PRODUCTS AND SERVICE VARIABLES

GUIDED SELLING THAT MAKE IT SIMPLE FOR REPS TO FIN AND CONFIGURE THE RIGHT PRODUCTS

INSTALL-BASE MODULE TO HOUSE SERVICE INSTANCE LIFE-CYCLE TRACKING

SEEDED CORE / GROUP PRODUCT VARIABLES & SERVICE PACKAGES

GENERATE REVENUE BY COMMISSION OR FIXED FEES

PREBUILT SERVICE TIERS FOR SMALL, MEDIUM AND LARGE CLIENTS

Revenue Prediction for
Products and services

Smart-quote allows sales representatives to forecast revenue by each line of products and services. They can get comprehensive insight with an orderly arrangement of internal costing, commission, revenue, and net income even before a quote is sent out.

With never before seen technology

  • Easily configure internal costing
  • Commission splits
  • Enrollment costs for product & service variables
  • Pick and choose prebuilt templates

Advanced Pricing
Engine

      The advance pricing mechanism allows members of the sales team to easily configure pricing on demand for existing inventory.

Rules & Components of pricing strategy

  • A central repository to configure and maintain price books, price list,formulas
  • create tier pricing, and capable of handling any complex pricing scenarios
  • The utilization of machine learning and artificial intelligence to incorporate dynamic pricing and price recommendations.

HOW SMART QUOTE MAKES YOUR ADMINISTRATION SMARTER

INCREASE SPEED; GUIDED SELLING:

  • Its introduction of guided selling and intuitive wizard, that can add new items during quote configuration on the flow
  • The selective application of those items at an opportunity or customer account level

EMPOWERS AGENTS, BROKERS, AND TPA's:

  • Setting up regional health plan product catalogs that are state compliant with clicks and no code
  • Recommending plans and optional benefits based on policy history, benefit utilization, trends, predictive analytics, and drive upsell/cross-sell opportunities

NAVIGATE QUICKLY THROUGH HEALTH-PLAN CONFIGURATION & POLICY DOCUMENTS:

  • Helping brokers and partners make faster deals by creating blueprints for professional proposals that seamlessly flow into already made policies
  • Efficiently managing complex rating configurations and tiers for Medicare, individual, group, and other services across all service areas

PRODUCT RULES

Using predictive science, it is possible for Smart-Quote to know the products and services that generate the highest revenue. This is important for organizations as it helps them to measure their progress and know how to improve. Product complexity is simplified by a powerful configurator to make it easy for admins and reps to use

SMART QUOTE ACHIEVEMENTS

1 x
Increase SpEED

CENTRALIZED platform for product and service variables

1 x
IMPROVEMENT IN QUOTE APPROVAL

SMART QUOTE LEVERAGES MACHINE LEARNING

1 Mins
CRUNCHING QUOTE FORMULATION

Increase sales accuracy by having the right information at a right time

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