Online Quoting
Giving your clients the ability to purchase your products from your website with ease
Direct sales are a reality in today's marketplace. Anyone that has built an online quoting portal can attest to the trials and issues that can plague development of a straightforward transaction. With the iaAnyware Online Quoting portal, this is already handled as a part of adding a product to the system, and we handle the rest. All you have to do is get your product ready for market, then add a link to your site.
CONTACT USWhy choose Online Quoting
Configure products in Admin
Client access via members website
Instant premium, bind & payment (credit card or funder)
Instant document distribution to client
Policy automatically created in Adviser
Renewal available through Client Portal app
Other Products
Professional software applications to meet your business needs
ADVISER
Allows for the right balance between compliance requirements and a fast, efficient process to manage the full lifecycle of a client's portfolio
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CLIENT PORTAL
Give your end clients the ability to access and manage their information themselves, as well as the ability to request documents anytime
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