
The tekQuote Engine® In order to develop a product that would be truly useful to all health professionals, tekQuote spent months gathering feedback from the health community. The resulting product allows any individual (even the most non-technical user), to harness the power of one of the most advance, and easy to use quoting systems on the internet.
So How Does it Work?
There are basically two sections of the tekQuote Engine & Proposal System. The first section is what your potential customers experience on your website. The second section is a set of tools that you, as the broker use through our tekQuote Broker Central backend.
Section 1: The Customer
When someone looking for health insurance logs on to your site, one of the first things they’ll see is a quote box that fits seamlessly within your web page, and keeps design continuity to help achieve maximum image professionalism. After entering their Zip code, the customer will be walked through 3 stages to gather all the information needed to properly quote a health premium. Once the user submits their information, the system displays the prices for all the eligible plans for each respective carrier that you support. At this point, the customer has the ability to compare plan details and apply for plans online.
Section 2: Broker Tools
The minute your customer submits their information to see a list of carrier premiums, all of their respective information is saved to a database which only you, as the broker, have access to. This is tekQuote Broker Central (TBC). Each broker is given a unique username and password to access TBC. Once logged in, you have the ability to see a list of all the customers that have come on your site, search through your list of customers, send customized proposals, and much more. We believe TBC offers all the tools you will need to successfully integrate your business with the World Wide Web by increasing sales through technology.
The best way to really get an idea of how the entire tekQuote Engine & Proposal System works is to experience it first hand through one of our workshops, or to request a one-on-one demonstration. In the meantime, we have listed a number of features you can expect to find on tekQuote…
- tekQuote’s quoting tools provide seamless integration with your website!
- Allow your customers the ability to get custom quotes from multiple carriers, including HealthNet, BlueCross/BlueShield, Lifewise, Golden Rule, Cigna,
Aetna, and Pacificare!
- Compare plans side by side!
- Allow customers to download carrier brochures and applications!
- tekHints™ provide direction for both you and your customers when filling out online forms, and navigating around administrative areas, making even the most inexperienced internet user feel comfortable and confident!
- Format and email proposals to customers based on their respective information!
- Use tekSynch™ to automatically import 3rd party leads to the tekQuote Engine & Proposal System, allowing you to manage all of your customers with a single, well organized and feature rich database!
- Export your client’s contact information to Outlook or Outlook Express, making it easy to access your customer’s info, even when you’re not online!
- Quote separate plans for each member of a family in a single proposal using our exclusive proposal builder!
- Resend previously sent proposals!
- Easily access prices without having to enter all the data for a potential customer using QuickQuote!
- Do you use Skype, NetMeeting, or any other computer based phone system for your phone calls? Simply click on the customers phone number to launch your VOIP program and it will auto dial the number for you!
- View previously sent proposals!
- Desktop application type right click menu on client list allows you to access commonly used features even quicker!
Supported Carriers
- HealthNet
- BlueCross/BlueShield
- Cigna
- Pacificare
- Aetna
- Lifewise
- Golden Rule (Early '06)
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