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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.

Description

QuoteBreeze simplifies the process for individual insurance agents to provide their clients with technology that rivals the offerings of major online insurance platforms. If you recognize the importance of an online presence, then this tool is essential for you! As you may have noticed, both current and potential clients are inundated with various online insurance quotes. Without a way for these individuals to engage with you on the internet, they may very well seek alternatives. With QuoteBreeze, you can effortlessly create an appealing and user-friendly website in no time by simply completing an online form! There’s no requirement for any knowledge of HTML, programming, or concerns about web hosting or technical aspects. Additionally, you have the flexibility to update your website whenever you wish, with changes taking effect immediately, ensuring that you can keep your content fresh and relevant. This innovative solution empowers agents to stay competitive and connected in the digital age.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$19.95 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

J&J Technology Consulting

Founded

2007

Country

United States

Website

www.jjtechnologyconsulting.com

Vendor Details

Company Name

QuoteBreeze.com

Website

www.quotebreeze.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

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