When your segment is configured for the quote and follow-up process, iService will present a different interface for quote requests and regular questions. Instead of composing an answer in the rich text editor, a special quote form is substituted to gather all the inputs and select a quote template. Your organization can prepare an unlimited number of quote templates to suite the lines of business that you quote. Your quote configuration will designate special topics designed for quote requests. Any question that you receive in one of these topics will use the quote form for your answer.
Your iService administrator can create an unlimited number of quote topics dedicated to each type of quote that you send. The inputs required for the quote are customizable for each topic.
After you preview and send your quote, a copy of your quote is moved into your My Open Quotes page. You can use your My Open Quotes page to track your quotes that are waiting for customer acceptance. Actions are built into the quote ticket to send quick follow up emails and document call notes.
Your quotes will be aggregated with quotes from other agents and displayed to managers in the Manage Open Quotes page.
Preparing and sending a quote
Using the My Open Quotes page
Working with follow up tickets
Closing your follow-up ticket