Drag-and-drop elements to create personalized proposals in minutes with towerIQ’s Custom Proposals. Associate the proposal directly with a client’s record, allow them to access it from anywhere, and get their eSignature back all from one portal.
Use a premade template or build your own with similar pieces, all compatible with your branding and desired info.
Automatically input the quotes you receive from our built in quoting engine with the click of a button, and write your recommendations alongside.
A codeless environment allows anyone to place industry standard or custom info in any desired order or formation on a printable 8.5 x 11 template.
Your forms are accessible through any internet enabled device.
Profiles are auto-created for first time prospects to track their data and easily convert to clients once a policy is bound.
Use data entered from prospects to prefill carrier supplementals and bind their policy faster.