Instantly boost your quoting capacityProvide illustrative and final quotes to your clients via a custom-branded website and manage the entire process through our automated workflow.
What if you could quote more without additional resources?
With Instant Quoting from Yottaflow, we create a custom-branded website that enables self-serve quoting for your clients. Clients obtain illustrative quotes automatically. If they like what they see, the application has a complete workflow to manage the process through final plan selection.Contact us for more information ›
Any product, any plan
With rate information provided by you, we can support virtually any product including stop loss, group life, group dental, AD&D and more. We can also quote standard benefit plans or you can let the user specify co-pays, deductibles and any other options. All customized to your needs.Schedule a demo ›
Includes a complete workflow to manage the process
- Brokers or TPAs provide group info and upload a census
- Illustrative quotes are automatically generated
- Brokers or TPAs review the illustrative proposal and request a final proposal
- MGUs are automatically notified and produce a final proposal
- When ready to buy, brokers or TPAs select a plan and the MGU is notifed
Monitor progress in real-time or receive proactive notifications
With Instant Quoting from Yottaflow, you can monitor the progress of your brokers and TPAs in real-time via reports and dashboards. You can also simply wait to be notified when there's action required.Contact us for more information ›
Wide variety of configuration options and customizable
We review your entire quoting workflow during implementation and we support a wide variety of configuration options "out of the box". If we don't have what you need, we have the capability to customize your site to fit your unique business process.Request a demo today ›