Mobile Quotes Preference Features

On March 1, we updated the look of our Mobile Quoting tool – same easy-to-use app, but with a fresh new look.

While you have more than likely seen the new look, you might not know about some of the app’s features that make it even easier for you to run quotes.

Mobile Quotes Tips

  • You have the ability to save your preferences within the app — making it even faster for you to quote the products you sell. You can select a default state and choose the order the products appear in the app. Once you set these preferences, each time you open the app your default state will be selected and the products will be ordered the way you saved them.
  • After you run a quote if you would like the information (age, gender, tobacco use) to save, select the “close” button in the upper left-hand corner. If you would like to select new information (age, gender, tobacco use) select the “Start a New Quote” button.

If you’re having phone issues or prefer a larger screen you can also visit our web version of the app.

For technical questions, please contact our Producer Tech Support Team at 800-847-9785.

For any other questions, please contact your Account Executive or Sales Director.
 

Mobile Quotes Preference Features
 

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