The quotation module
provides all the tools
required to quickly
assemble, modify and
issue professional
looking quotes with
optional cover pages and
coverage information
attached. Using the
Quote Wizard you can
quickly enter current,
renewal, and optional
rates as well as include
carrier information and
terms and conditions.
And because your quote
information is stored in
the central database,
you will be able to
quickly make revisions
and view past
quotations. You may also
customize the quote
template to better fit
your organization.
Another Important
feature of the Quoting
Module the ability to
save customized quotes
as templates for future
use. Once a quote has
the look your
organization wants you
can use it over and over
again.
ISIS also tracks quote
revisions. You can view
older versions of your
quotes as well as view
when the were sent to
the customer.
All quotes are generated
in Adobe PDF format for
maximum compatibility
with your customer's
computer and network
systems. You can output
these quotes to many
other formats if needed.
