Release Date : April 7, 2025
With our latest enhancement, we are eliminating the manual efforts required by agents to rate policies. With QuoteRush, policies will now automatically sync to the quoting platform. Earlier, agents had to manually enter and quote policies in InsuredMine. Now, with the help of QuoteRush bot, policies will be quoted automatically, removing the need for agents to access the quoting platform and rate them manually, simplifying the process for greater efficiency.
Use Case: With QuoteRush 2 way sync feature, any agent creating a new lead.
Note: 💡
- The auto-quoting feature applies only when policies are synced via renewal automation (cron).
- If a user manually syncs a policy, the auto-quoting process will not be triggered.
To View the Enhancement:
Step 1: Enable the Rater Settings:
- Navigate to the Settings Module.
- Within Configuration, Click on ‘Rater Settings.’
Step 2: Select the Carriers (Auto/Home)
Note 💡: If no carriers are selected, the policy will not be submitted for auto-quoting and will follow the previous process.
- Navigate to QuoteRush Carrier Settings within the settings configuration menu.
- Select the Auto & Home Carrier options.
- Click Save.
Step 3: Set Conditions within the Renewal Pipeline Settings
- Navigate to Pipeline Settings> Renewal Pipeline.
- Set the condition to “Yes” if you want to sync policies with raters.
- Set the number of days prior to sync before creating a renewal card.
- Policies expiring within the specified days will be synced to the quoting platform.
Note 💡 : This sync action runs daily at 4 PM as part of the scheduled cron job. The system will automatically pick up expiring policies and sync them to the quoting platforms. Additionally, when a renewal card is created, it will retrieve the dates from QuoteRush and attach them to the deal card so only the part where the user has to rate it manually will be automated.
QuoteRush View:
Earlier, when policies were quoted manually, they were only displayed on the homepage. Now, once quotes are submitted for Auto-Quoting, they will be visible on both the QuoteRush homepage and the Bot Queue as shown in the image below:
Deal Card Getting Created within IM:
- Navigate to the Pipeline Module.
- Select the Deal Card.
- Within the Deal Card details view, scroll down to the bottom until you find the Rater Quotes option.
- Next, click on the ‘View QuoteRush Quote.’
- You will be able to view all the auto-synced quotes within IM, as shown in the image above.
