ActiveQuote Pro

Who is it for

Who is it for

The benefits

The benefits

• Earn commission from your customer base for PMI with ZERO sales or administration effort

• Empower your team to sell PMI
• All of market quote generation & price comparison using ActiveQuote technology and PMI data
• Generate PDF shortlist of quotes to email to your customer
• Detailed Benefit Comparison with all policy information available on a single page
• Web based CRM and administration with separate logins for each member of your staff and full audit trail
• If you wish, you can send your customers a link to a webpage they can access (with no activequote branding) to view and tailor their quotes
• Optional: Automatically pre-fill insurer PDF application forms for won sales
• Optional: Add our AutoQuote service to your own website to allow your customers to request PMI Quotes on your website with instant response

Video demonstration

Video demonstration

Our committment

Our committment

• We contact the customers you introduce to us and make best efforts to sell a PMI policy
• We use an ethical sales approach with no hard sell
• We can keep you copied in on all communication or you can leave it to us
• We treat your customer information with the greatest confidentiality. See our privacy policy for full details.
• We will never contact the customer to cross-sell other products
• We will never pass the customer's details outside of our company

• We provide you with a company account for the ActiveQuote Pro online portal
• We retain your information securely and reliably
• We will never contact your customer
• We will never pass your customer's details outside of our company

Your committment

Your committment

• Only introduce customers who have agreed to receive a call about PMI
• You must be an FSA authorised intermediary or IFA
• Do not be tempted to advise the customer about PMI once you have introduced them to us - this could invalidate your and our compliance

• You and your staff use the ActiveQuote Pro portal to support your sales and administration of PMI
• You must be FSA authorised to sell PMI / General Insurance
• You need agency agreements with all of the insurance companies whose policies you wish to quote using ActiveQuote or you need to be a member of a network or commission club through which you can procure PMI

What you earn

What you earn

What you pay

What you pay

How it works

How it works

• Sign-in to the ActiveQuote.com website and visit the My Account page
• Introduce new leads to us by clicking the ‘Introduce Lead’ button
• View all the previous leads you have introduced to us, the progress we have made to sell PMI to them and the commission share you have earned