We’re excited to announce a new feature in Quoteplicity designed to help you better manage TCPA compliance! We understand how important compliance is to your business, so we’ve added several options to customize how your disclaimer displays before customers enter their personal information.

Here’s What’s New:

1. Disclaimer Visibility Options

Choose how you want the disclaimer to display near the "Continue" button on your quote form. You now have the following options:

• Field-based (Default): Shows the disclaimer only when required.
• Override - Always Show (Shortened): Displays a shorter version of the disclaimer at all times.
• Override - Always Show (Scrollable): Displays the full disclaimer with a scroll option.
• Override - Always Show (Full): Displays the full disclaimer with no scroll.
• Override - Never Show: Hides the disclaimer entirely.

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2. Disclaimer Checkbox Options

Customize how the disclaimer checkbox appears and functions:

• None (Default): No checkbox is displayed.
• Optional: Checkbox is displayed, but it’s optional.
• Required: Checkbox is displayed and must be checked to continue.
• Required, Pre-Checked: Checkbox is displayed, required, and pre-checked by default.

These options give you greater control over how your disclaimer and compliance settings appear, ensuring that they’re tailored to meet your specific business needs.

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We’re excited to offer these new customization options to enhance your experience and help you stay compliant. If you have any questions about setting up these options or would like a walkthrough, don’t hesitate to reach out to us.

We are thrilled to announce the launch of our Agent Quoter inside the Quoteplicity portal—now available to all our valued customers! This powerful tool allows you to quickly run comparison quotes and find the best insurance products for your clients with ease.

Here’s what you can do with the new Agent Quoter:

Run Quotes for Multiple Insurance Types: Get fast and accurate quotes across various products.

Filter by Product Features: Narrow down the options to find the perfect fit based on your client’s needs.

Access Product and Company Information: View detailed product descriptions, brochures, and agent guides all in one place.

Submit Applications Easily: Link directly to carrier login pages to quickly submit applications after reviewing quotes.

Compare Multiple Companies: Easily run side-by-side comparisons to ensure your clients get the best deal.

We’re excited to see how this new feature will enhance your experience and help you serve your clients even better.

Start using the Agent Quoter today and discover how it can make your work faster and more efficient!

The Quoteplicity Team

Here’s how it works:

When customers view the results page, they’ll see two main options at the top: Most Affordable and Recommended. You now have the power to star your favorite products, allowing you to handpick what you recommend to clients.

Our system will automatically display the lowest-priced option from your starred products under the Recommended section, making it easier to guide clients toward the best choices.

We hope this new feature enhances your experience and helps you close more deals!

Thank you for being a valued part of the Quoteplicity family.

The Quoteplicity Team