Easily set up price rules to manage all of your quotes & data. Quotes can be configured to be pending allowing you to offer comparison options or help you follow up with clients before rating their risk.
Create rules in seconds
1. Give it a title 2. Set the action 3. Match the answer to a rule type 4. Add the price
Drag & drop questions
You can set up your surveys using your own natural language. Configure display and validations rules to keep customers focused and within underwriting guidelines.
Are you ready for total control?
Everything regarding your program business is available online. Create a seamless shopping experience for your clients based on your rules, and on your terms. You’re in complete control of it all.