Provide your potential customers an intuitive insurance quote experience.
Simple and intuitive UX
ProQuote is a direct-to-consumer application designed using a simple, inviting, and friendly story-board approach to guide users through the process quickly and easily.
Secure and Private
ProQuote is a secured cloud-based quote and illustration system designed to ensure that the privacy of the user’s information is protected.
Increases direct sales and
lead generation
You get notifications of every quote provided immediately allowing your Agents to follow-up and secure the sale.
FEATURES
Designed for direct-to-consumer scenarios
Many consumers start their life insurance journey on their own. ProQuote allows these consumers to explore your products on their own and easily generate accurate and compliant quotes. ProQuote immediately notifies you of every quote provided allowing your Agents to follow-up with the consumer, providing them with a positive and responsive service experience.
No customer or personal data shown.
No customer or personal data shown.
Robust reports
ProQuote uses the core ProCloud report engine. This allows for a robust range of report templates to be available from a simple product description and price summary template to a fully NAIC/CLHIA compliant presentation template.
Powerful yet easy
Our intuitive design provides a questionnaire with cascading questions tailored to your product rules, flowing from results of previously answered questions. Complex products such as Whole Life are simplified using a guided approach. Error-correction, feature control and context specific questions and screens are managed by a powerful no code/low code configured business rules engine using rules established by your product team.
No customer or personal data shown.
Business Analytics
Our analytics log includes step-through time tracking that can be used to detect anti-selection as well as activity logging to determine which questions cause user drops. Learn how users interact with all of the features and questions.
Ready to go out of the box
Out of the box, ProQuote provides your potential clients an intuitive, story-board guided, direct-to-consumer experience. ProQuote is tailored to your products and business rules with our no code/low code configuration. Instant notification of every quote allows your Agents to follow-up with the consumer quickly. The analytics log and activity logging allow you to gain insight into how the system is being used, anti-selection and possible difficult questions.
CORPORATE DATA ANALYTICS MODULE
Access powerful real-time graphs, charts and reports from the analytics dashboard. Learn what products are being illustrated and sold, what product features are trending and what client and product data the field is accessing.
Never miss a product launch again
Go from 0 to 100 in no time, we work with you to hit your product target goals.
DISCOVER
2 - 4 weeks
Joint team reviews product documentation, establishes scope and project timeline.
CUSTOMIZE
2 - 3 months
Train your staff. Define your insurance plans. Design reports. Finalize technical rules.
DELIVER
3 - 6 months
Set up insurance plans. Develop custom interface and functionality. Implement reports. Testing. Release.
SUPPORT
Ongoing
Continual improvement model: product change and functional enhancements.
Simple and intuitive to use
Ready to go with no code/low Code configuration
Supported on mobile, desktop and cloud
Business insights with corporate data analytics
