Feature Ideas
Submit IdeaWidget/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
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
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
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
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
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
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
Include AM Best Ratings in Quotes
Richard R#Improvement 👍#Integrations 🔗0
Website template option
A wordpress website template.
Brian Greenberg0
Change "Medical Exam Required" title to "Medical Exam Might be Required," as many of these companies have accelerated underwriting.
Richard R#Improvement 👍#Styling 🎨0
Create ability to create pdf from agent quoter
It would make it possible to email quotes to prospects, if requested,
Richard R#Improvement 👍#Styling 🎨0
Integration with Zapier
This will allow to connect to many CRM's and other applications
Brian Greenberg#Integrations 🔗0
Wordpress Plugin
Plugin to install the software on your website, as well as manage the product.
Brian Greenberg#Improvement 👍#Integrations 🔗0
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
Add the Corebridge new Simplified Issue Whole Life Product
This is different than the GI product.
Brian Greenberg#Improvement 👍#New Product/Company to Quote0