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Can I share a link that allows my customer to start an application?
Can I share a link that allows my customer to start an application?
Updated over a month ago

Yes! The Client Quote-Start feature is available on the Terminal. Using this feature, you can generate a link to share with prospective customers that enables them to initiate quotes with your agency. You can post this link on your website and social media accounts, hyperlink to it in emails, share it with friends, etc.

Applications submitted through this feature will populate in your Terminal. You will receive an email that you have a quote request waiting for your action.

To get started:

  • On the dropdown Menu select Client Quote-Start.

  • Enter your Agency’s contact information and business hours.

  • Select your site branding.

  • Activate the feature by toggling the “On” button at the top of the page.

  • For more information: Client Quote-Start.

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