We’re thrilled to announce some new improvements to our existing Quote Snapshot based on the feedback of our agents and brokers. Now, you can send a quote to a client and they can pay whenever it’s convenient for them. Give your small business clients the convenience they’ve been asking for with Quote Snapshot.
Here’s how it works
After quoting a policy for a small business client, the Quote Snapshot can be sent directly to the client so they can see the important details. Quote Snapshot provides the proposed coverage overview as well as the estimated monthly premium.
With our most recent update, Quote Snapshot also allows the insured to pay at their convenience to buy their policy and secure coverage.
To share with your small business client, simply copy the Quote Snapshot URL and paste into an email or text message, then send. They can pay by credit card.
Where is Quote Snapshot?
Find Quote Snapshot in the Coterie Dashboard. After completing a quote, the Quote Snapshot link will be available below Review & Pay. Note, Quote Snapshot will only be visible when a quote is in ready-to-bind status.
Agents and brokers can use the Quote Snapshot to start a discussion around what coverages small business clients need and why or to send a bindable quote to a client.
Agent Feedback
Coterie is committed to gathering feedback from independent agents to improve and refine small business insurance. If you have ideas, please let us know by emailing support@coterieinsurance.com.
