by IndependentAgent » Tue Oct 30, 2012 06:56 pm
Question: When taking in a comm Ins request for quote what is best way to organize it? example: you get a call to price a trucking fleet. You put down basic information and want to assign it to a staff member to contact a couple carriers to check appetite. Staffer does it and notes answer back to me. I'm looking for a web based software that will enable collaberation on quoting.to permit team approach. paper is too bundlesome and costs time. managment system is too awkward
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