chicagotom2345
Expert
- 22
I know there are a few posts about quote engines and I've run through those. I want to talk about something specific.
I know there are pros and cons to all the quote engines. I've been demo-ing and trying to pick one. I've noticed that most quote engines companies have a lot of extra services (auto-responders, screen sharing, crm, etc) to automate the entire sales process. That's well and good, but most of that stuff can be had elsewhere if it's weak, it does not matter that much to me.
Let's say we set all that extra stuff aside and focus *just* on the quote engine itself. I want:
- Accurate quotes
- Underwriting intelligence (let me put in health conditions and details and based on that the quote engine tells me who will not underwrite the client and who will rate up and how much)
- Did I say underwriting intelligence? -- This is *very* important to me. I don't even know what else a quote engine can do, but I want it to be as ***-proof as possible.
- Array of carriers (I don't think any of the big 4 lack here)
- Solid, detailed comparison tools (the more detail the better, I want to be able to tell my client in as much detail as possible what the differences are among plans)
I think in this day-in-age I shouldn't have to flip through underwriting guides or brochures for this sort of detailed info.
So my question is who has the smartest quote engine of them all, ignoring everything else.
I know there are pros and cons to all the quote engines. I've been demo-ing and trying to pick one. I've noticed that most quote engines companies have a lot of extra services (auto-responders, screen sharing, crm, etc) to automate the entire sales process. That's well and good, but most of that stuff can be had elsewhere if it's weak, it does not matter that much to me.
Let's say we set all that extra stuff aside and focus *just* on the quote engine itself. I want:
- Accurate quotes
- Underwriting intelligence (let me put in health conditions and details and based on that the quote engine tells me who will not underwrite the client and who will rate up and how much)
- Did I say underwriting intelligence? -- This is *very* important to me. I don't even know what else a quote engine can do, but I want it to be as ***-proof as possible.
- Array of carriers (I don't think any of the big 4 lack here)
- Solid, detailed comparison tools (the more detail the better, I want to be able to tell my client in as much detail as possible what the differences are among plans)
I think in this day-in-age I shouldn't have to flip through underwriting guides or brochures for this sort of detailed info.
So my question is who has the smartest quote engine of them all, ignoring everything else.