COMMERCIAL INSURANCE QUOTE
Persona offers commercial quote into is BMS. We add a new form in each major update.you need one special form, just ask and we will add it.
You will fill out a form, then you select with the insurance company you want to send it too. We create a PDF for you to check out the result, you can enter a comment for each company, then it’s saved to your profile.
We didn’t stop there, we have an email tracker so you will know if the person has opened your email or not. We will set up a task for you to make a follow up in 7 days.
WE HAVE A TON OF BENEFITS
special message
We offer a special message for each company you send an email too.
PDF creation
We offer you a PDF for your quote that will be saved into your client file.
quote tracking
We will tell you exactly when the underwriter has opened up your email.