Quote forms on your website

[Ken W]

What's your setup for quote forms on your site? Specifically for commercial brokerages?

Do you have your forms send your leads to a spreadsheet or notify you via email when submitted?

 

[Ken W]

Mostly interested to hear what has worked well or maybe more importantly, what hasn't worked well. Email notifications seem unscalable to me.

 

[Sean A Ruggiero]

Ken. Not sure exactly what you are seeking, but Ninjaquoter is the best insurance quoting software for websites that I'm aware of

 

[Ken W]

Thanks for the reply Sean. Sorry for the confusing question. I meant lead gen forms on a brokerage site. A place that people fill out to their contact info to start the quote process from the brokerage.

 

[Sean A Ruggiero]

ok. that would definitely be NinjaQuoter IF you are looking for life insurance quotes

 

[Ken W]

Yeah just checked it out. More interested in what agents/brokers in the commercial space are using. Thanks though!

 

[MosesNewmanNAAIP]

I beg to differ. N.A.A.I.P. forms are really good and free. We now have the full life insurance data collector on our sites. Next step for our programmer is to make a widget so you can take the hmml widget to your non-N.A.A.I.P. website.

 

[somarco]

I have used a quote engine, not a form, actual engine where visitor can run their own rates, for probably 20 yrs. This was originally U65 health insurance but for the last 8 yrs Medigap.

Visitors want immediate information vs fill out a form and wait on a salesman to call.

 

[MosesNewmanNAAIP]

That is exactly what N.A.A.I.P.. provides for free.

 

[rgleyzer]

Ken, there's a new company called Buddha Broker. I'm having a demo with the rep tomorrow and would be happy to share my thoughts if you'd like. looks like you are looking for something similar as me. --> forms for lead generation that can feed into AMS, and also for the content from the forms to the feed into multiple documents such as supplemental apps and Acords.