Proceso's Enhanced Manual Quote Module
Redundant data entry and fragmented workflows have long been challenges for brokerages. Proceso solves these issues by enabling seamless use of the same risk information across both manual and automated quoting processes, streamlining operations and enhancing efficiency.
Manual Quote Entry
Manage manual and automated quotes together seamlessly.
Direct Email to Underwriters
Send quote requests and risk details directly to underwriters.
Unified Data Utilisation
Use the same risk data for both manual and automated quotes.
Manual Quote Entry
Manage manual and automated quotes together seamlessly.
Users can now manually input quotes from insurers and underwriters, which is not part of the automated process, leveraging the same client risk information for seamless integration.
Direct Email to Underwriters
Send quote requests and risk details directly to underwriters.
Simplify communications by sending quote requests and risk details directly to underwriters from within Proceso, enhancing collaboration and response time.
Unified Data Utilisation
Use the same risk data for both manual and automated quotes.
Utilise collected client risk information across both automated and manual quoting processes, ensuring data consistency and reducing redundant data entry.
Integration with Existing Features
The manual quoting module fully integrates with Proceso's existing features, including automated quoting and risk type mapping, providing a comprehensive toolset for brokers.
Automated or manual — everything covered.
