ROBO-Agent Modules
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ROBO-Agent Modules |
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| ROBO-Agent ReQuotes | RoboAgent Re-Quotes module is a “true” Re-Quoting
system. Re-Quotes gathers information used in
previous quotes that are stored in the Agents Alliance
database. Re-Quotes uses the data stored in Alliance to
ReQuote that prospect at the current rates/premium
costs. This approach is key in establishing or
continuing a “contact relationship” with your prospective clients. Re-Quotes is NOT a rerun of previous leads files. |
| ROBO-Agent CSV Option | CSV option: Serves as the export tool so you can send your quote files to an outside print house. |
ROBO4Life |
ROBO4Life - a TRUETERM Life insurance Quoting system. ROBO4Life takes your leads list and creates the current rates/premium costs for the life insurance. This approach is key in growing your financial portfolio and continuing a “contact relationship” with your prospective and current clients. |
