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.
Quote Comparison Spreadsheet
- Thread starter Golddoor
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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.
My John Alden rep sends me an updated list, quarterly, on all their plans, and what their comparable plans are. That helps.
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- #3
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!!
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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.
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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)?
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Dave
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Dave
- Thread starter
- #7
Joshril,
Office Document? could you send me a quote also so I can see exactly what you are talking about? Thanks!!
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- Thread starter
- #9
Isn't that what I said I do?
Oh well.
Bob,
Could you send me a copy of a quote so I can see what you are doing?
Thanks,
Chris
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