Live quoting flow
Open the sample browser, proposal, and portal so the product is concrete before pricing comes up.
Bring a real agent workflow, a real quoting scenario, or a rollout question. We will walk the product, pricing, and launch path like a customer conversation.
Open the sample browser, proposal, and portal so the product is concrete before pricing comes up.
Decide whether the first move is a solo Pro trial, small agency rollout, or a more scoped setup.
Review SOA, TPMO, client-facing proposal, and audit-trail pieces that matter in real insurance work.
Map what needs to be true in week one so an agent can start using the workflow with real prospects.