Quoting a FE Policy

[WinoBlues]

Yeah I use the agent facing one for my agents. I even had an agent tell me the other day that he sold a couple a few policies from the free leads that came with the paid version

There are free leads? Adam?

 

[Newby]

I am not an FE only agent (just ask YKW) I use it everyday.

It also has most of the competitive Term and GUL products.

I get a discount through Todd King, I think. I would always pay for the full version. I like to see what competitors have.

The downside is relying on it and not getting an internet connection. Then you just go old school.

The CSG one is a program on your phone. It needs no connection. It makes a great back up plan when needed.

 

[WinoBlues]

The CSG one is a program on your phone. It needs no connection. It makes a great back up plan when needed.

I like the rounding up feature you mentioned also.

 

[PhxSunsFan]

probably a dumb question:
when using the fex quoting system ,, are you using an ifone or a pc? If a pc. what do you use to enable your pc to connect to fex? ,,,

 

[bboman23]

Most agents just use their phone or ipad. We are running quotes in the field while with clients so no computer is needed. I have yet to meet a successful FE agent that takes a computer/laptop in the house.

I also use FEX quotes from the office sometimes and I just login with my internet access.

 

[WinoBlues]

probably a dumb question:
when using the fex quoting system ,, are you using an ifone or a pc? If a pc. what do you use to enable your pc to connect to fex? ,,,

I do most of my work from my desk so mostly I use my PC. I just have a bookmark on my Chrome browser, and keep it open on a second screen while I am quoting on the phone. On my phone, I use an android Note5, I usually use the browser as well I like it better than the app. I have a bookmark on one of the home pages.

A couple neat features are the save to PDF, text quotes and email quotes. Saves a lot of printing and stacks of paper on the desk.

 

[WinoBlues]

I do most of my work from my desk so mostly I use my PC. I just have a bookmark on my Chrome browser, and keep it open on a second screen while I am quoting on the phone. On my phone, I use an android Note5, I usually use the browser as well I like it better than the app. I have a bookmark on one of the home pages.

A couple neat features are the save to PDF, text quotes and email quotes. Saves a lot of printing and stacks of paper on the desk.

Something else I find really helpful is the Tools. Such as the meds list, and Medical conditions.

A lot of bang for a couple bucks.

 

[rousemark]

Most agents just use their phone or ipad. We are running quotes in the field while with clients so no computer is needed. I have yet to meet a successful FE agent that takes a computer/laptop in the house

I also use FEX quotes from the office sometimes and I just login with my internet access.

 

[rousemark]

Most agents just use their phone or ipad. We are running quotes in the field while with clients so no computer is needed. I have yet to meet a successful FE agent that takes a computer/laptop in the house.

I also use FEX quotes from the office sometimes and I just login with my internet access.

I thought you use an iPad program to complete your apps..

 

[bboman23]

Taking an ipad into a house is different from taking a laptop, but after thinking about it, so many laptops now are so small that I could see it being ok. An iPad is as small as a legal pad and useful in the house, much different from a big bulky laptop.