ONLINE QUOTING

Give your members the ability to easily allow their clients to purchase products directly, with the same compliance confidence as Adviser and the convenience of records directly integrating into the system

Online Quoting

Giving your clients the ability to purchase your products from your website with ease

Direct sales are a reality in today's marketplace. Anyone that has built an online quoting portal can attest to the trials and issues that can plague development of a straightforward transaction. With the iaAnyware Online Quoting portal, this is already handled as a part of adding a product to the system, and we handle the rest. All you have to do is get your product ready for market, then add a link to your site.

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Why choose Online Quoting

Configure products in Admin

Client access via members website

Instant premium, bind & payment (credit card or funder)

Instant document distribution to client

Policy automatically created in Adviser

Renewal available through Client Portal app

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