Smart Quote2019-03-10T21:02:42+00:00

Smart Quote

Close big deals fast

A one-of-a kind software solution designed to quickly and accurately produce highly configured smart quotes for brokerage firms, benefit administration, and enrollment companies.

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Configure Products
& Services

Calculate P&L

Send Smart-Quote

Make quoting easier

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Smart Quote

 Smart-Quote Application Suite

A ONE-OF-A-KIND SOLUTION DESIGNED TO PRODUCE HIGHLY CONFIGURED SMART QUOTES FOR BROKERAGE FIRMS / BENEFIT ADMINISTRATION COMPANIES.

These intelligent price quotes leverage advanced analytics, machine learning, revenue forecasting, and P&L modules to centralize and automate complex products, services, pricing, and business rules to make them available in real-time.

 Smart-Quote Application Suite

A ONE-OF-A-KIND SOLUTION DESIGNED TO PRODUCE HIGHLY CONFIGURED SMART QUOTES FOR BROKERAGE FIRMS / BENEFIT ADMINISTRATION COMPANIES.

Close big deals fast-right at your fingertips

FOR ORGANIZATION DEALING WITH SEVERAL PRODUCT VARIABLES, SERVICE TIERS, PRICING AND COMPLEX COMMISSION STRUCTURES SMART-QUOTE MANAGEMENT IS DISRUPTIVE. SMART-QUOTE PICKS UP WHERE CRM ENDS BY MAKING THE COMPLEXITIES OF YOUR ORGANIZATION EASILY AVAILABLE IN REAL-TIME

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for

Brokerage

Benefit administration firm

Smart Quote

Configure Price Quote

Equip your sales team with everything they need to close big deals fast - right at their fingertips

NEXT SLIDE

Make quoting easy with smart-quote

Error free quotes

Shorter Sales Cycle

Equip your sales team with everything they need to close big deals fast - right at their fingertips

Request Demo

Smart-Quote Core Offerings:

  • Need to add a new item during quote configuration? Not a problem. Simply add it and
    selectively apply it at an opportunity level or to a customer account.
  • The advance pricing engine empowers sales reps to configure pricing on-demand for existing
    inventory.
  • Sales rep get comprehensive insight with an itemized view of internal costing, commission, revenue, and net income even before a quote is sent out.
  • Order management triggers the next steps in the workflow, including invoicing, billing, payments, and a comprehensive workbench to trigger a products and services start date.
  • Customers can use self-service portals to receive complex, AI optimized quote configurations with built-in revenue forecasting insights and predictive analytics.

AVAILABLE ON-DEMAND as Software-as-a-Service (SaaS) model, EASY INTEGRATION ON SALESFORCE CRM AND MICROSOFT DYNAMICS CRM (365), AND ALSO AVAILABLE FOR ON-PREMISE DEPLOYMENT.

Smart-Quote sits on top of Salesforce CRM and can be deployed onto sandbox or production environment in no time.

Set up a call

Is your Sales team on Salesforce?

Easy integration with
Salesforce CRM

Easy integration, talk to our developers or solution architect

Are you a benefit administration
or brokerage firm?

End to end solution

A fully integrated application suite sits on top of the Salesforce CRM platform, Dynamics CRM, and software as a service (SaaS).

We perform end to end proof of concept for your business use case at no charge.

Consult us

Smart-Quote sits on top of Dynamics 365 CRM and can be deployed onto sandbox or production environment in no time.

TALK TO OUR EXPERTS

Is your Sales team on Dynamics 365 CRM?

Easy integration with
Dynamics CRM

Easy integration, talk to our developers or solution architect

Smart-Quote Generation Key Features

OPPORTUNITY SETUP WORKBENCH, CENTRALIZED LOCATION OF CORE/GROUP OR VOLUNTARY PRODUCTS, BUILT IN STANDARD PACKAGES FOR ACCIDENT OR ILLNESS, LEVERAGE PREDICTIVE SCIENCE.

  • Built in opportunity setup components such as billing cadence, active & retiree employee count, service packages, and on-demand configurable a la carte offerings.

  • Easily configure internal costing, commission splits, sales commissions, overheads, enrollment costs for products variables and service details or pick and choose prebuilt templates.

  • Configure on-demand commission split enrollment cost model for medical and voluntary benefits.

  • Itemized view of per employee per month (PEPM) total revenue, enrollment cost, other fees, and internal costing.

  • Forecast multi year total revenue, net income, internal costing, sales commissions by product variable and service details.

  • Configure any new scenario, commission model, costing model based on business requirement.

  • Reward sales representatives with dynamic commissions by getting real-time insights from the past performance and working opportunity on-hand.

  • Automatic quote creation with email delivery and eSignature integration.

TALK TO ONE OF OUR SOLUTION ARCHITECT?

IS YOUR SALES TEAM SMART-QUOTE READY?

Request Demo
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