How it works

Once you have signed up for ActiveQuote Pro Expert :

For personal service customers		For customers using the AutoQuote service on your website
Gather your customer’s information and requirements by phone/email Sign-in to the ActiveQuote Pro portal and create or edit a customer record to enter their family details Click the "Generate Quotes" button to generate up to 75 quotes		Customer fills form to request PMI quotes on your website Your website passes the request instantly to ActiveQuote ActiveQuote automatically creates a customer record for you in the ActiveQuote Pro portal and automatically generates quotes ActiveQuote automatically emails quotes summary to broker

Use the price comparison facilities in the ActiveQuote Pro portal to reduce the list of quotes to a shortlist (typically 3 – 10 quotes) and to tailor the quotes with the options and discount schemes that best meet your customers needs Generate a PDF of the shortlist to send to your customer or send your customer a link to the shortlist on our anonymous website or discuss the shortlist with your customer live on the phone Customer chooses a policy
OPTIONAL: PDF application form creation service
Select the chosen policy in the ActiveQuote Pro portal Enter remaining information required by the insurance company by answering the questions ActiveQuote asks ActiveQuote generates pre-filled insurance company PDF application forms which you send to your customer to sign and return