Accurate, Efficient Premium Finance Quoting
AndDone revolutionizes the quoting process with a user-friendly platform tailored for agencies, MGAs, and carriers. Our Guided Mode walks users through each step, minimizing errors and simplifying the process for less experienced team members. Pro Mode enables seasoned professionals to quote quickly and efficiently with fewer steps. Real-time dashboards and webhook notifications keep you updated on quote statuses, making premium financing and pay-in-full options easy to manage within a single, intuitive interface.
AndDone:
- Simplifies quoting with guided and pro modes for all user types.
- Minimizes keystrokes and errors for fast, precise quote generation.
- Provides real-time status updates through webhooks and notifications.
Features/Benefits:
- Guided Mode: Step-by-step workflows for less experienced users.
- Pro Mode: Quick quoting for seasoned professionals, reducing manual input.
- Native integration with AndDone’s portal for pay-in-full and premium financing.
- Saves draft quotes, tracks sent quotes, and manages lifecycle stages.
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Technical Specifications:
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- APIs for automated quote creation and lifecycle management.
- Dashboards consolidate quotes, APR, next installments, and statuses.
- Supports multi-policy and broker fee calculations.
Guided Mode provides a step-by-step workflow, while Pro Mode streamlines the process for faster quoting, ideal for experienced users.
Yes, AndDone provides secure APIs for automated quote creation and management.
It shows quote statuses, lifecycle stages, APR, finance charges, and payment timelines.