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PC Quoting for Farmers Insurance
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PC Quoting for Farmers Insurance |
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Field Data Special Features
Farmers Supported Rating for 27 Products Your Data is Safe and Flexible Email Quotes Send Quote to Dashboard Contact Management Extensive Underwriting Help Life Quick Rater e-Style Auto Dynamic Multi Car Quoting Value Auto Quote Multi-Line Discount Illustrations Life Link Favorite Coverages Automatic Follow-up Reminders Coverage Price Difference Illustration Auto Coverage Cost Graph
Field Data has a contract with Farmers to receive the official Farmers rating information. We receive the information in advance to insure your timely and accurate updates. When an update is required you receive a message on your screen, and with one click your programs are updated.
Field Data does not store your data in a proprietary format. We always consider it your data and store it in the commonly used Microsoft Access Database format.
Print and email all quotes, sales presentations, and documents like Proof of Insurance and binders.
Farmers and Field Data have partnered to make writing new Auto business easier than ever!
Automatically transfer your Field Data quote to an e-Auto application. No double entry! It’s Easy...
And the rest is automatic. Field Data will automatically upload your application to e-Agent, screen-by-screen as if you were entering it yourself.
Contact Management has been greatly enhanced and is easy to use. It's totally integrated with quoting, so you can create and track prospects, leads, notes, x-dates and reminders on the fly. Also imports Take the Lead data.
It's like having a magic underwriting manual.
Life at your fingertips!
Input and change the basics on the left and see premiums for all the life products on the right. Click on any policy and the full illustration for that policy will display. Click on the Life Quick Rater button in the auto or home rater and switch between different household members for quick life discussions.
Field Data has two ways to rate auto. One is e-Style. It looks like your online e-Auto, we just gave it a blue tint, and added our sales tools and special features! The other way to rate auto is with Auto Rater.
Quote fast, easy, and avoid mistakes with a clear view of multiple cars in the Auto Rater. Once you use it, you can't live without it!
Sell the value.
Actual Farmers quote vs. Geico.
Farmers and Mid-Century offer better per thousand prices for higher limits creating a better value. It's like volume discounts on other things you buy. With Field Data's Value Auto feature you can quote the coverage the customer needs, and easily explain the better value you offer. You can see the values between your quote and the other policy instantly change as you select different coverages, which allows you to illustrate the better coverage at the better value.
Multi-Line Discount Illustrations See what happens when you hand this to your customer!
Click for full size view This printed illustration shows the customer the savings for having multi-line policies with you. Prints as an optional page. This could be the difference between selling a single policy and acquiring a good client.
Auto and Life as a package.
Sometimes you have to sell the life policy... When, as in the quote above, the auto and life package is less than the auto only premium! Choose the Level Term 2000 Policy you want to illustrate.
Customize and use Favorite Coverages to save time and avoid mistakes. Choose from your Favorite Coverages list and coverages are automatically inserted. Each Favorite Coverage can have a custom description. Examples: "Minimum Coverage with Towing", "Homeowner Limits", or "Serious Protection".
When saving a quote the program can save a follow-up reminder. It defaults to six months for auto and one year for home and other policies.
Coverage Price Difference Illustration
Each coverage shows the difference between the selected coverage and other options. Here you see that for $10.70 you can double the coverage. All coverages options are printed on the option page so that your customer can view, make decisions, and get involved in the sale.
Which car (1,2 or 3) has the teenage driver? Can you apply a good student discount? Look at the Collision cost on car 3. Can Mom and Daughter switch cars? Car 2 Liability cost more than car 1. Did you miss a discount? Who ever thought of graphing car coverage cost? Field Data!
Toll free support (877) 773-4353 (877-77FIELD)
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The difference between quoting
and selling.
