Quotation Management

Quotation Management

The system supports dynamic quotation generation for both fixed and open underwriting plans with all required data such as age limits, member types, occupation, demographics, etc. being stored.

Features Include Management and set-up of sales networks including differential support for brokers and agents Capability to support automatic quotation generation & premium calculation Support of multiple options per class/group Automatic communication through e-mail or fax with SMS notification Full quotation tracking with auto reminders and escalation workflows