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Quote Calculator

Quote Calculator is specially designed to facilitate Business Process Outsourcing. It comprises of main features like assigning Insurance Companies to closers, Knowing leads History of closers, Calculating rates Policies offered by insurance companies at different and adding an Insurance company to the system. QC is divided in three portions.

First Portion is covering the addition of an insurance company to the system. Super admin can add it with ease of specifying company details, formula for calculating rates of policies offered by insurance companies at different levels and types with factors and addition of riders, if supported by the company. After creating an insurance company a policy can be added to company by providing basic details and a file uploading

Second portion is creating closers and assigning them Insurance Companies with a filter feature of showing the results w.r.t companies’ rates or rating.

Third portion is calculating a quote. This is the main feature of the App. In the first step, State of country is chosen, the next step, customer’s basic details like name, age is provided and then by choosing policy type and level, the system calculates the policies that cover the user’s provided details in that state if any of the assigned company operates in that state.

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Login

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Profile

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User Managment

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Roles

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Permissions

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Adding Insurance Company

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Adding Insurance Company Details

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Adding Company’s Factor

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Adding Riders Details

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View Insurance Company

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Edit Insurance Company

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Update Company Details

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Add a Policy

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Policy Basic Details

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Upload File

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Edit Policy

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Manage Policy

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Disable Enable Options

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Edit A Policy File

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Choose A Policy

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Upload A File

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Company State

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View Company State

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Manage User company

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Leads

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Leads Details

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Calculate Quote

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Result