The Client-Quote Start feature was designed as an exploratory tool, empowering agents to enhance customer outreach and effectively market their business. This tool generates a unique link for customers, facilitating contact with your agency based on three key inputs:

The Client-Quote Start feature allows you to post a link on your website, in emails, or on social networks, enabling prospective clients to initiate an application with your agency directly from those channels.

Upon the initiation of a new application, you will promptly receive an email notification, and the details will be visible on your Agent Terminal dashboard. At this point, you can reassign the quote to yourself, allowing you to connect with the prospect and finalize the application process to obtain a quote.