Here's a recording of our Webinar on March 2nd, 2023 "Becoming Your Own Banker with Quote & Apply." Enjoy! @vimeo

The meeting starts 2 minutes, 25 seconds into the webinar. Click below: Simplify Long-Term Care Insurance with Quote and Apply The first 17 minutes, Paul Kaplan gives a primer education on Long-Te

We've made it easy to promote your Quote & Apply website within your email signature. View the Marketing tab on your Quote & Apply website within BOSS, copy one of the four email signature designs, an

Quote & Apply allows you to share a custom link with your customer so they can finish the application on their own. Within Quote & Apply > click the Share icon to view the customized URL to the eApp

Enabling Chat (Beta) on your Quote & Apply can engage your prospects and drive more sales. You can enable Chat by click the "Chat" checkmark on your Quote & Apply website as shown below: Enable Chat

You can now quote life insurance premiums with Quote & Apply within NowCerts, an intelligent, secure, and intuitive Agency Management System. On the NowCerts Dashboard, select the Prospects/Leads t

Introduction One simple change in BOSS is all that it takes to turn Quote & Apply into a sign up page for agents. Changing the Start Page from Apply to Select Agent results in Quote & Apply asking age

Allow your customers to conveniently schedule a meeting with you from within Quote & Apply. Need Help After the user clicks "Schedule a Meeting", they'll be taken to your calendar scheduling link. H

Webinar Video

Customize Quote & Apply's colors to match your brand by navigating to your Quote & Apply website's settings and adjust the Website Colors. Screenshot