Define benefits and set rules for product availability
A quoting system makes it easy to define benefits and establish rules to help ensure compliance and quote accuracy.
Seamless transition from RFP intake to quoting
FINEOS Quote is built on a unified platform that uses a quoting engine which has all required information for quoting stored in one place. Information is available and accessible in real time to generate quotes quickly. Most interactions between sales and underwriting are automated.
Save frequently used templates for quick access
The FINEOS quoting system includes the ability to save frequently used plans and quotes for future use. It also includes the ability to easily upload documents and missing information.