Online FE Quoting & Enrollment Platform?

[myinsurebiz]

AmAm just rolled out a new telesales product that can do this for sure (sold via telesales or exclusively online). The client can fill out the entire application online, receive the quote, get MIB and Script Check done in real time, and get an approved, declined, or pending status.

Agent gets credit for the sale? Can the Consumer bypass the Agent?

 

[NSRH]

Agent gets credit for the sale? Can the Consumer bypass the Agent?

An agent number is input into the app. It can be an IMOs number or an agents number.

 

[suranceman]

An agent number is input into the app. It can be an IMOs number or an agents number.

Got a link to this?

Sounds pretty cool.

 

[NSRH]

Got a link to this?

Sounds pretty cool.

I wont share the link publicly for a number of reasons, but its pretty cut and dry.

We started by only capturing customers data first, then calling and pulling MIB and Rx. That was successful, but this way is more efficient. Those that dont complete the entire process get a phone call.

Most sales are not made this way however. Most customers are calling in and completing an application on the phone.

I was simply pointing out that there is at least one carrier that can quote and enroll 100% online.