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PC Quoting for Farmers Insurance
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PC Quoting for Farmers Insurance |
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Farmers Insurance Offline Rating for
Auto
Plus: Attractive Email Quotes, Evidence of Insurance for Auto and Home, Contact Management, Auto Loan Application, and a Loan Calculator Official Dwelling Replacement Cost Estimator available at additional cost.
Features Benefits
Price: $25 setup waived for a limited time and $30 per month service fee*
Recommended System Requirements: Pentium II or higher, 100 MB free hard disk space, Windows 98 or higher, 64 MB ram.
Multi-Line Discount Illustration with Life Link - Click here to view the demo Automatically calculate a Life Quick Quote with each Auto proposal. Displays the Life premium and multi-line savings right next to the Auto premium. Also prints as an optional page with the Auto quote and like any Field Data quote, you can email it!
View the coverage options to illustrate the difference in price for each coverage.
This rating system is designed to save, view and retrieve quotes based around a household. You can save multiple quotes for each line under each client. Create attractive proposals with the Farmers logo that can be emailed in PDF format. Automatically import your Take The Lead data! Take The Lead data can be purchased on the Agency Dashboard and imported in the leads section. All leads will be automatically installed into your “Lead” section of the Contact Management. Field Data's Internet Update automatically checks to see if your software is updated. If an update is available it notifies you and prompts you to download. There is no disk to load or codes to enter for interest rates. Quote an infinite number of cars per household with the most descriptive, intuitive, and easy to use program ever.
Favorite Coverages - Click here to view the demo. Setup and use an infinite number of Preset Quotes. Each Preset Quote can have a custom Title Description. Example: "Minimum Coverage Good Student" or "My town with max coverages". This allows for 9 second Auto quotes! Use the database to contact prospects on X-Dates, refresh your memory with Notes, track Date Of Births for prospects turning a key age, contact on expiration of tickets or accidents, or use the database your own way to find life leads. Our Windows client database means the difference between a lot of information and a wealth of information.
This program has intelligent input. Type a phone number like this: 8055229629 and the program will automatically format it like this: (805) 522-9629. Type a date like this: 021598 and the program will format it like this: 02/15/98. Type a name like this: jim q smith and the program will format it like this: Jim Q Smith. And never type the same city name, state, or zip code twice.
You may want to buy this program for the X-Date database alone. Sort by date, Carrier, Policy Type or your own comments. Then you can Auto-dial the prospect or batch quote with your custom cover letter. A totally new way to present life insurance; quick, simple, and effective. Only Field Data has it! The "Client Acknowledgement" printout turns your life quote into an informative attractive presentation. These printouts are the nicest in the business. Color graphs in all life programs add additional clarity to your presentations... Add or view notes for a client. Have as many notes as you like. Each note is automatically time and date stamped. You can search all notes on all clients to locate the information you need. The Notes feature can be used as a simple Personal Information Manager. Included is a built-in word processor that integrates with the rating programs to automatically insert the client's name and address for use with cover letters and batch quoting. Includes a spelling checker. The programs check underwriting rules as you enter.
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