Whether your're a brokerage, TPA, wholesaler, or general agency, the process of quoting a group benefit product is complex.
Yottaflow takes care of the reptitive parts of the process automatically and keeps everyone on the same page.
The process doesn't end after submission
After the quote request has been submitted to your carriers, the process is far from over. Consider how you handle the following common scenarios today:
- You forgot to include an attachment. How quickly can you get an update out to your carriers?
- Somebody needs the census document and you're on vacation. What happens now?
- Somebody is asking you about the status of a group. Can they get that information themselves?
The RFP process is chaotic, but it doesn't have to be. Yottaflow can make it smooth and easy.