Fix Your Quoting Process

Many agents face a fragile quoting process, especially in the early stages, leading to lost time and frustrated clients.

‍

This session cuts through the noise to tackle the real friction points. We’ll focus on the first three crucial steps: how you get Quote requests, how you handle Intake of information, and the initial Client Consultation. These are the moments where things often slow down, where customers get annoyed, and where getting accurate information is absolutely vital.

We’ll explore how modern workflows can transform these early stages, helping you find the right balance between winning more business, keeping clients happy, and making your operations run smoother. It’s about building a stronger foundation for your entire quoting process, ensuring you’re efficient, accurate, and always ready to close the deal.