Feature Ideas

Trending

  1. Widget/funnel that offers multiple types of insurance

    A general funnel that allows the customer to select term, final expense, universal life, guaranteed issue, whole life, instant issue term.

    Brian Greenberg
    #Improvement 👍

    0

  2. Pre-Qualification Questionnaire for Term LIfe

    Displayed on the results page for those that want more information on choosing a product.

    Brian Greenberg
    #Improvement 👍#Integrations 🔗

    0

  3. Pre-qualification Questionnaire for Final Expense

    Displayed on the results page for those that want more information on choosing a product.

    Brian Greenberg
    #Improvement 👍#Integrations 🔗

    0

  4. Integration with Zapier

    This will allow to connect to many CRM's and other applications

    Brian Greenberg
    #Integrations 🔗

    0

  5. Add Table Rates as an option when running agent quotes

    For quotes run in the portal, add the ability to run table rate quotes.

    Brian Greenberg
    #Improvement 👍

    0

  6. Ability to put the quote results on your own domain

    Allow domain alias settings so the results will display on quotes.[mydomain].com

    Brian Greenberg
    #Improvement 👍

    0

  7. Ability to remove the two recommended products from the results page

    Quote results will be in tables and the recommended products will not be displayed. This is useful if you do not agree with the default top two products.

    Brian Greenberg
    #Improvement 👍

    0

  8. Wordpress Plugin

    Plugin to install the software on your website, as well as manage the product.

    Brian Greenberg
    #Improvement 👍#Integrations 🔗

    0

  9. Custom landing page that can be sent to customers.

    This will be a landing page that contains a call-to-action to run a quote. Can contain the Quoteplicity Widget.

    Brian Greenberg
    #Improvement 👍

    0

  10. Ability to email customer a quote from within the portal.

    Send an email with a link to view the quote online, and also include the quote within the email message. Include a way for the customer to apply.

    Brian Greenberg
    #Improvement 👍

    0

  11. Add the Corebridge new Simplified Issue Whole Life Product

    This is different than the GI product.

    Brian Greenberg
    #Improvement 👍#New Product/Company to Quote

    0

  12. Add the Aflac Final Expense Product.

    This is a popular and well priced product.

    Brian Greenberg
    #Improvement 👍

    0