Quote Comparison Spreadsheet

Aug 1, 2007

  1. Golddoor
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    Im trying to design a quote comparison spreadsheet to send to leads that are requesting quotes. Im having a hard time trying to figure out a format and was curious how every one else does their quotes. I know there is Norvax but I really cant afford their monthly fees to use their service at this time.
     
  2. Bob_The_Insurance_Guy
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    I opened an account with Google, and used their "Documents" to do a spreadsheet for comparable plans. I can then post it on the internet, for all to see; but, mostly, I send them the link.

    My John Alden rep sends me an updated list, quarterly, on all their plans, and what their comparable plans are. That helps.
     
  3. Golddoor
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    Bob, I opened an account and that will definitely work for sending quotes via email, but I'm looking for some thing that I can put side by side quotes from a few carriers on at the same time. And also I need to be able to print it, to fax to clients, if they request it that way?

    Thanks Bob for the heads up on the google system though!!:)
     
  4. joshril
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    I just use a simple office document with side by side dedcutibles and 3 different companies.. I then quickly plug their info in and send the quotes out.. Takes 5 minutes.
     
    joshril, Aug 1, 2007
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  5. Dave020
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    Dave020 Super Moderator Moderator

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    I like that idea, Josh, could you send me a copy of a quote you use so I can see how you are doing it (what it looks like)?

    [email protected]

    Dave
     
    Dave020, Aug 1, 2007
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  6. wilkin
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    wilkin, Aug 1, 2007
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  7. Golddoor
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    Joshril,

    Office Document? could you send me a quote also so I can see exactly what you are talking about? Thanks!!

    [email protected]
     
  8. Bob_The_Insurance_Guy
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    Isn't that what I said I do?

    Oh well.

    :arghh:
     
  9. Golddoor
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    Bob,

    Could you send me a copy of a quote so I can see what you are doing?

    Thanks,

    Chris
     
  10. 007
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    007 Super Genius

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    Hey Josh,

    Can you please send me a copy too?
     
    007, Aug 3, 2007
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