my-insurer and wellnex

The module allows you to manage all the quote requests submitted by your clients via the app; as well as the quotes you have sent; and the status of the quo...

You can click on the Enquiry ID of the quote and proceed to create a quotation for the client.

You can sort them by the quotation code, client name, product category, product name, insurer name, amount quoted and date quoted.

Once you click on the fields, the highlights will disappear.

Pending means the quote has been successfully sent to the client, and awaiting their response. Accepted means client has accepted the quote, and is awaiting...

Learn how you can respond to a quote request submitted by your members from the Wellnex App. You will be able to generate the quote and send it back to your...