People who want a quote can submit their details in under a minute, and you get the request right away so you can begin working it.
Agent Terminal · Tutorial 02
Referrals & Requests
Agent Terminal gives you public links for quote requests and referrals, plus a website where prospects can find you. Everything people send arrives in Agent Terminal, where you review it and decide what to work.
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More ways for people to reach you
Clients and partners can send someone straight to you, and the referral records who sent them.
Your Agent Website is one public page where people can learn about you and ask for help.
Agent Terminal will keep adding ways for agents to bring in new requests, referrals and new business.