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Billing
It is inexpensive and easy to navigate to learn the different features
What do you dislike?
Sometimes I would like to physically speak to someone about an issue instead of waiting to chat online
What problems are you solving with the product? What benefits have you realized?
Billing
2019-05-21
I love it
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2020-04-15
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I have not found anything that I dislike about it.
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2022-02-14
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2021-02-27
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The ability to send PDF's for signature and manipulate fields...
What do you dislike?
sometimes the automatic field mapping can be quirky and when people sign documents it may not be the most intuitive set up.
What problems are you solving with the product? What benefits have you realized?
Having to print out paper to just to sign and scan back. Also, due to the pandemic and less people having in person meetings this can be used to sign documents even when you are not face to face with clients.
2020-08-14
Modify Table in Insurance Quote Feature
The Modify Table feature simplifies the way you manage and customize your insurance quotes. With this functionality, you can easily adjust various parameters to meet your needs more effectively.
Key Features
User-friendly interface for adjusting policy details
Instant updates for premium calculations
Ability to save multiple quote variations
Real-time comparison of different coverage options
Option to add or remove coverage elements with ease
Potential Use Cases and Benefits
Quickly adapt quotes for different clients or scenarios
Evaluate the impact of various coverage decisions on premiums
Facilitate discussions with clients by showing customized options
Enhance decision-making with clear visuals of different configurations
Save time by preparing multiple quotes in one session
This feature addresses your need for flexibility and clarity. By allowing you to modify quotes swiftly, it empowers you to provide tailored solutions for your clients. You can confidently explore different options and showcase the best coverage that meets your client's budget and requirements.
#1 usability according to G2
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