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Feature intro: Recommendations on quotes for clients

By August 3, 2022August 5th, 2022No Comments

One of our most loved features is the ability for intermediaries to be able to digitally share a summary of all the different quotes they have gotten with their clients.

This feature has now received an upgrade!

Sharing quotes with clients digitally

Before we share more about the upgrade, and to provide context to those who are new to Surer, following is a quick run through of what we mean by ‘sharing quotes with clients digitally’:

  • When an intermediary receives a quote via Surer, they will be able to shortlist them to be compiled and shared with their clients
  • Once the intermediary is happy with the list of quotes they have received/shortlisted, they can generate a unique URL that they can share digitally with their clients
  • Clients will then be able to digitally access the list of quotes that the intermediary had gotten

Here’s a screenshot of how this looks like for the client when they access the URL:

The client is able to view the quote that was sourced by the intermediary and also be able to click through to read full details.

Intermediaries using Surer have shared a couple of feedback on this feature

Pros:

  • Do not need to spend time organising and presenting different quotes into the same format
  • Able to update the shortlist of quotes at any time – clients will just have to access the same URL to have a look at the updates
  • Client is able to accept the quotes via this URL and intermediaries will be notified of the confirmation and proceed to close the deal 

Cons:

  • Not able to provide personalised recommendations

UPGRADE: Recommendations on quotes for clients

This upgrade is done in recognition of the feedback on how we can improve this feature!

Intermediaries are now able to add recommendations to the quotes that they shortlist to digitally share with their clients!

Following are some simple to follow steps on how to use the feature:

Step 1: Click on the quote you would like to shortlist

Step 2: Click on the ‘Add to shortlist’ button

 

You have just successfully created a shortlist of quotes to be compiled and shared digitally with your clients.

 

Step 3: Click on ‘add your Recommendations’

 

Step 4: You can choose to select a quote for recommendations and/or type out the reasons for your recommendations

 

Step 5: Click on ‘Share Quote with Client’

Here, you can choose to copy the auto generated URL and send it via any communication methods you prefer OR you can do so immediately via WhatsApp, Telegram or Email by clicking on the corresponding icons

 

Step 6: This is the screen your client will see when they click on the URL you have shared with them!

 

Editing a recommendation

If you realised you had made a mistake in your recommendation, you can choose to edit it via the edit button – this will activate a pop up for you to make changes to your initial recommendation. 

 

These changes will be reflected LIVE in the URL that you had shared with your client – no need for sending them another URL.

Adding a NEW recommendation

If you would like to ADD a NEW recommendation (in the case you added another quote to the shortlist that you previously haven’t received for example), click on the ‘Add’ button and you can create a new recommendation.

 

Recommendation history / trail

Note that this change will be reflected as a NEW recommendation – your client will now have an added function to view your history of recommendations since you now have created more than 1 recommendations.

 

Here is a video tutorial on how to fully leverage this feature

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