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Using the Quote Comparison

Quote Comparison 

The Quote Comparison is a tool built into MVP that makes sending your quote(s) easier for you and the consumer!

  1. Access the Quote Comparison
  • From the Details page for your Prospect, click the Quote Comparison button in the navigation bar or you can access this on the Call View Page by clicking the arrow to the left of a household’s name. 
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       2. Edit Your Outgoing Quote Message
       
       Message at top of Quote Comparison

  • The message area at the top of the Quote Comparison is customizable. You can use the default message that appears, set a new default message, or just edit as needed for each individual household. This message will appear in your text or email when you send the Quote Comparison.
  • To customize your message:
    • Click the Edit Message button
    • Update the message where needed
    • Click the Save Message button
    • Click the Save as Default Message to make that the new default message when quoting

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          Message at bottom of Quote Comparison

  • The message area at the bottom of the Quote Comparison is customizable as well. You can use the default message that appears or set a new default message.
  • To customize your message:
    • Click the Edit Default Disclaimer button
    • Update the message where needed
    • Click the Save Default Disclaimer button

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  1. Text or Email the Quote
  • You can text or email the quote to any household member. Remember in order to text, you must have a cell phone number and the SMS Consent box checked. 
    • At the bottom of the Quote Comparison screen, click the dropdown menu and select the intended recipient of your quote.
    • Click the green Send Text or Send Email button to send your quote.
    • The Copy to Clipboard option will copy the Quote Comparison URL. This is only recommended to be used if you are sending this via social media. 
  • Once you have finished entering all of your quote information, you can text or email your quote. 
    • NOTE: Although we call this the Quote Comparison, you do not have to compare your quote to their current carrier to use this. You can send just your quote if you do not know any of their current carrier information. 
  • It is recommended that you send your quote while you are on the phone. 
    • “Hi [name]! I have your quote finished and there are a few things I’d like to show you. Should I text or email your quote to you?”
  • You can track when the quote comparison was initially sent, and each time the household clicks on the link you sent them from the following locations: 
    • The history tab on the details page of the household. 
    • The call view page the household lives on in the Quote Comparison column. 
    • The Quote Activity section of the Dashboard, under the Quote Sent/Viewed columns.
  • Every time you save changes to the Details page of the household, the Quote Comparison will automatically update and does not need to be resent to the household you are working with. 

 

Downloading the Quote Comparison

If you would like to download the Quote Comparison to either send as an attachment or send                 it by email, we have the "copy to clipboard" option on the comparison. 

      1. Click Copy to Clipboard on the Quote Comparison

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      2. Paste what you have copied into a new tab in the URL box.

      3. Right click and select Print

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4. Then, Save as PDF

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Now you can send the Quote Comparison as an attachment by text or email.

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