Navigation
A tour to show the navigation and interface components
Client Registration
Once you register your client, you can have a record of all quotes and policies
Create a Quote
By creating a digital quote, the Broker Portal allows you to send as many quotes as you want to your clients for review
Add a Quote
You can add all the variants that are necessary to your quote in order to obtain different prices with more or less coverage, depending on the needs of the client or the budget.
Close the Deal
Once you have communicated with your client and have made the decision of which quote to select, you can send him a transactional email from the Broker Portal so that he can make the payment and also sign digitally with DocuSign
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