Call Agenda
- Team Introduction
We take a moment to introduce our newest hires and their role in today’s webinar
- Branding
We walk you through the brand settings in your account and how to best position them for QuoteForms
- Best Practices
We discuss some best practices when it comes to utilizing QuoteForms for your agency and your team
- Three Options
QuoteForms provides you with three options to give to your prospect in one convenient link
- Start Your Quote
Going down the Start Your Quote route will allow your prospect to cross sale themselves proactively
- Import Your Insurance
PolicyLink allows your prospect to login to their current carrier and it will send you their dec pages and policy data
- Have us Call You
Similar to the Start Your Quote Option, prospects will be able to select the Lines of Business that they are interested in and submit their contact information
- Automation
We walked through how QuoteForms has a Zapier Trigger allowing you to automate what happens with your submission after it’s received