Quote the whole market
without leaving the file
Enter the client once. Get every plan you are contracted for back in one comparison, pick what fits, and send it as a branded quote from your own address — with the client record updated as you go.
One set of details, every option back
The slow part of quoting was never the arithmetic. It was opening four carrier portals, typing the same date of birth into each, and reconciling what came back onto one page for the client.
The quote goes out looking like you sent it
A quote is a sales document. It should carry your name and your branding, arrive from your address, and be something a client can forward to their spouse without it looking like software output.
Sent from your address
Connect your own mailbox and quotes go out from you, not from a platform relay. The reply lands in your inbox where you expect it.
Branded, not generic
Your practice name and details on the quote. Templates you control, rather than a layout you are stuck with.
CASL handled for you
Commercial email carries a compliant unsubscribe, and an unsubscribed contact is protected across the platform from that point on. You do not have to remember.
And nothing quietly lapses
The quote is the easy half. The expensive half is the renewal you did not notice — a visitor policy that ran out while the client was still in the country, or a term that lapsed because it fell off a list.
See it quote your own business
Bring a case you quoted last week and we will run it through in the walkthrough.