Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
TurboQuote is an integrated Configure, Price, Quote (CPQ) solution within the TurboDocx platform, designed to help sales teams swiftly generate precise and professional quotes by merging product configuration, pricing management, and document creation into one seamless workflow. This solution empowers users to oversee product catalogs, incorporating configurable options, bundles, and dependency rules to ensure that only valid combinations of products are available during the quoting phase. It features price books that accommodate various pricing structures tailored to different customer segments, geographic regions, or sales channels, automatically applying the appropriate pricing to each quote, which significantly minimizes manual calculations and potential errors. Once the configuration is complete, quotes can be rapidly produced as branded PDF documents, ensuring a uniform and professional appearance across all sales documentation. Additionally, TurboQuote enhances efficiency by fully integrating with document automation and e-signature tools found in TurboDocx, thereby streamlining the entire process from quote to proposal. This integration not only saves time but also helps maintain a high level of accuracy throughout the sales process.
Description
The most significant advantage you can provide to your clients is the ability to identify the necessary coverage at the most competitive price through a thorough analysis of various insurance carriers. TurboRater simplifies this process, allowing you to deliver this analysis in mere seconds upon the client's request. By inputting the quote information into TurboRater, you activate built-in underwriting rules automatically, which generates multiple, precise quotes without delay. Instead of wasting valuable time entering quote data across different carrier websites, you can minimize the chances of data entry mistakes. Reducing the quoting time for policies gives your producers and customer service representatives additional opportunities to concentrate on acquiring new clients and retaining existing ones. Utilizing TurboRater's comparative rater can significantly boost your agency's income while enhancing client satisfaction. Furthermore, the convenience of making a single data entry cuts down on errors and streamlines employee training and onboarding processes. There’s no valid reason for obtaining a quote to take longer than four seconds, so empower your clients to secure the optimal balance of coverage and cost in under that time frame. This efficiency not only benefits your clients but also strengthens the overall performance of your agency.
API Access
Has API
Yes
API Access
Has API
No
Pricing Details
$10 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$70 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
TurboDocx
Founded
2022
Country
United States
Website
www.turbodocx.com/products/turboquote
Vendor Details
Company Name
Insurance Technologies
Founded
1983
Country
United States
Website
www.zywave.com/sales-cloud/turborater/
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
Product Features
Insurance Underwriting and Rating
Broker / Agent Portal
Yes
Carrier Upload
Yes
Commercial Lines
No
Comparative Insurance Rating
Yes
Customer Portal
Yes
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
Yes
Multi-State
Yes
Multiple Line Rating
Yes