7400 Union Park Ave Suite 101
AgencyStream® Portal
AGENCY PORTAL
Why does my agency need a customer portal?
Quomation's powerful website add on that allows your new prospects to get a real time quote, all on line. No more waiting for a quote and the potential client's information is instantly uploaded into your AgencyStream® Quote software so you may better customize his or her insurance needs. Agency Portal is open 24/7, your office is never closed.
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Fast & easy process
Easy to use quoting interface for your customers
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Save Incomplete Quotes
Customers that do not finish a quote the info is saved
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Instant Binding
Supports Instant Bind for Select Carriers
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Save you money
Customers find savings on quotes 24/7
PORTAL BENEFITS
Agency Portal Highlights
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Instant Quotes from Auto Carriers
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Bind Now Option from Several Carriers
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Save Customer Quotes in rater
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Easy to Add to your website
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24/7 availability to your customers
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Drives traffic to your website
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Low Cost
AgentCare Support
Frequently asked
questions
? Will AgencyStream Portal integrate with my rater?
Yes! AgencyStream Quote will capture all information entered into the Portal and allow you to work on the quotes
? May I make the carrier names anonymous?
Yes! you decide if you would like to show the carrier names to your customer or if you would just like to show the available rates
? Am I able to pick my own quote defaults?
Absolutely! AgencyStream Portal's powerful admin controls allow you to preselect what type of coverages you prefer
Talk to our portal experts
Contact one of our experts today to get the right agency portal setup for your business!
Buy Your Portal
You may purchase the portal on its own or add it to an existing AgencyStream Quote Account
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Payment with EFT
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VISA/MC/Discover
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Online ATM
Sign License
Review and sign License Agreement to add the portal to your website
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Short term agreement
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Provide your website
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Add Portal plugin
Close Quotes!
Convert your quotes into bound policies and improve your agency's cash flow
