Electronic Tri-Close

[RBHAGENT]

Is there anyone on here who is an Excel expert? The reason I ask is I have put together the formula that pulls from the Final Expense rates and can generate an electronic tri-close...

I know there are some folks who are looking to incorporate ipads, and this would be a good way to do it without needing internet access to generate multiple quotes.

So, what I need is someone who can now help me take the 1 scenario I created and make it work with the other carriers....its merely replicating the premium calculations for the specific carriers and designing the end summary form...This is really just an interactive quoting engine that we can use in the field and display via an ipad for our client.

Who wants to help??

 

[RBHAGENT]

I take it everyone is happy using paper???

 

[FEX Quotes]

I take it everyone is happy using paper???

Why reinvent the wheel

 

[RBHAGENT]

Why reinvent the wheel

It's not reinventing...it's staying up to speed. Maybe you should create this with your software and issue quarterly updates with pricing...raise your prices and sell a desktop version of your quote engine....

It would be a slick selling tool if designed right and could be formatted to laptops, tablets, etc....

Keeping your software available only online limits people from using it in the field...if you have the ability to do it and decide not too, somebody else will.
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Maybe you already have this done and I look like an ***...if so, I'd love to see it.

 

[FEX Quotes]

It's not reinventing...it's staying up to speed.

I was actually joking when I said this. Paper quoting for all intents and purposes is dead.

Maybe you should create this with your software and issue quarterly updates with pricing...raise your prices and sell a desktop version of your quote engine....

I'm not sure what your electronic tri-close is all about. Could you elaborate a bit more and possibly send me something to look at?

As far as a desktop version is concerned, this probably is not going to happen anytime soon. The demand for it is just not there.

It would be a slick selling tool if designed right and could be formatted to laptops, tablets, etc....

Again, I'd love to see what this looks like.

Keeping your software available only online limits people from using it in the field...if you have the ability to do it and decide not too, somebody else will.
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Maybe you already have this done and I look like an ***...if so, I'd love to see it.

The FEX Quote Engine does have a mobile version which is optimized for iPhone and Android devices. In fact, more than 75% of all quotes are generated on the mobile platform

 

[RBHAGENT]

I was actually joking when I said this. Paper quoting for all intents and purposes is dead.



I'm not sure what your electronic tri-close is all about. Could you elaborate a bit more and possibly send me something to look at?

As far as a desktop version is concerned, this probably is not going to happen anytime soon. The demand for it is just not there.





Again, I'd love to see what this looks like.



The FEX Quote Engine does have a mobile version which is optimized for iPhone and Android devices. In fact, more than 75% of all quotes are generated on the mobile platform

This is the best answer I could have asked for. I'll email you and we can start a discussion. We have some really cool ideas that this could work with...I know with your platform and our existing designs...we might be able to come up with a really nice solution!!