InsuredMine CRM | Optimize and Grow Your Insurance Agency

PL Rater and QR Sync Form Changes

Earlier, users had to fill out two separate forms for auto and home insurance. Now, with the latest enhancement, you can fill out both auto and home details in a single form, easily sync it with PL Rater and QuoteRUSH, and when the deal card is created for this form, you will be able to access all quotes in one convenient place.

Use Case: With combined auto and home forms, sync directly with PL Rater and QuoteRUSH, and access quotes easily.

To View the Enhancement:
  • Navigate to the Form’s Module.
  • Select an Auto & Home Combine Quote form.
  • Select what you would like to quote: Auto, Home, or both.
  • Upon form submission, the form will automatically sync to Quoterush and PL Rater.

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