Get the free To fax a quote - Fred Brown Insurance Brokerage

SPECIAL INSURANCE SERVICES (SIS) PROFESSIONAL ASSURANCE RESOURCES (PAR) Type of Proposal(s) Requested: ? Occupational Accident Only ? Occupational Accident w/Legal ? Employer s Excess Indemnity FAX-A-QUOTE

How to fill out to fax a quote

How to fill out and fax a quote:

1. Gather all the necessary information: Before starting to fill out the quote, make sure you have all the relevant information handy. This may include the customer's name, contact details, a description of the products or services being quoted, pricing information, any applicable taxes or discounts, and any terms and conditions.
2. Use a professional template: To maintain a consistent and professional appearance, consider using a template specifically designed for quotes. This can help organize the information in a clear and concise manner, making it easier for the recipient to understand and respond to.
3. Start with your business details: Begin by entering your own business details at the top of the quote. Include your company name, address, phone number, and any other relevant contact information. This will help the recipient identify the source of the quote.
4. Add client information: Next, include the client's information. This should include their name, company (if applicable), address, and contact details. Make sure this information is accurate and up to date.
5. Provide a reference number and date: Assign a unique reference number to the quote for easy tracking and future reference. Include the date on which the quote is being created to establish a timeline.
6. Describe the products/services: Provide a clear and detailed description of the products or services being quoted. Include the quantity, unit price, and any other relevant details that will help the recipient understand exactly what is being quoted.
7. Specify pricing: Clearly state the pricing for each item or service being quoted. If applicable, include any discounts or special offers. Clearly outline the total cost of the quote, including any taxes or fees.
8. Outline terms and conditions: Include any specific terms and conditions that apply to the quote, such as payment terms, delivery expectations, or expiration dates. This will help manage expectations and provide clarity to the recipient.
9. Proofread and review: Before faxing the quote, carefully proofread and review all the information entered. Ensure that there are no spelling errors, pricing discrepancies, or missing details. A well-presented and error-free quote enhances professionalism.

Who needs to fax a quote?

The person responsible for faxing a quote typically depends on the company's internal processes. It could be the sales representative or the individual handling the sales inquiries. In some cases, it may be the responsibility of a dedicated administrative or support team. The decision would largely depend on the structure and workflow of the organization.

Remember, always follow any specific guidelines or procedures within your own organization when it comes to filling out and faxing quotes.

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