Online quoting and presentation platforms

May 16, 2018

  1. Jayson Chapin
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    Jayson Chapin New Member

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    Does anybody currently use an online quoting and presentation platform for small group benefits ?
     
  2. glgamerica
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    glgamerica Expert

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    I use either carrier based or third party enrollment platforms. With these you can certainly tell people how much stuff costs.

    However, I present products with paper. I prefer paper because I like to let employees take stuff home and review it with their spouse before they sign up. That's not something they can really do with the electronic platforms.
     
  3. Jayson Chapin
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    Jayson Chapin New Member

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    Thanks for your feedback Michael. If you get a moment , would you look at our website, www.ratefactory.com and tell me what you think of it. We are very proud of this platform and we are continuing to do great things with it. Thank you and I look forward to your thoughts.
     
  4. MosesNewmanNAAIP
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    MosesNewmanNAAIP Super Genius

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    Rate Guy, Great tool. If you want my company to bring that tool to N.A.A.I.P.'s 8,500's agents that in using our website builder platform. I am sure lots of sales will come out of our agents. Give me a hollar.
     
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