Quotes Plus
It is a web based quotation and workflow system made for insurance brokers. It follows the processing cycle from quotation and policy creation to posting to accounts.
It processes a large number of classes, with each class having its own data-entry form. These forms are configured outside the application, making their creation and modification easy.
The application works in conjunction with the BrokerPlus1 broker system used by over 40 insurance brokers in Australia.
The application logs every step in the process providing a total audit trail.
All documentation is generated on the spot. Documents open as PDF files and are saved in the database.
Or
The main brokers work page looks:
This is a web based application, accessible with a browser.
For some classes clients can complete proposals over the web.
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