Enable anyone at your firm to generate a fully branded quote for a client instantly - on their PC, Laptop or Smartphone!
Give introducers such as Estate Agents and IFA's the ability to generate instant, accurate quotations on your behalf, with any referral fee built in!
The moment you login you can clearly see an overview of your introduction pipeline.
Our familiar search tool allows you to quickly answer questions on the status of a matter.
Quote reminder and callback requests help you to maximise the potential to convert your leads.
Comprehensive reporting tools, so you can see quotes created, conversion rates and instructions.
Add as many users to QuoteXpress as you need to. We don’t charge for additional users.
Add as many fee scales as you want. Share the same fee scales across multiple introducers, create bespoke fee scales for a given introducer or vary your fee scales between your office locations.
Access to QuoteXpress uses industry-standard SSL connections. This means all communication is over a secure, encrypted connection, providing peace of mind for you and your clients.
QuoteXpress is currently integrated with Stripe, which allows you to take payments on account through QuoteXpress directly as part of the instruction process, should you wish to do so. Integrations with other payment gateways can be added if you have existing systems in place.
QuoteXpress is currently integrated with the market leading accounts packages Xero and Kashflow. This integration is used by by panel managers who already use QuoteXpress, for the purposes of automatically raising invoices in their chosen accounts package.
If you would like your clients to sign their client care letter electronically, you can do so easily through QuoteXpress. We have integrations with a number of electronic signature gateways (such as Signable) already.
Our cloud servers are performance-optimised virtual machines, backed by lightning-fast SSD storage and a high quality network. They are regularly patched, updated and maintained and managed according to industry best practice.
Datacenter zones are physically separate facilities interconnected by a superfast and secure network.
Our datacenter facilities are certified to ISO 27001, ISO 9001, ISO 14001, OHAS 18001, BS 25999-2 and PCI DSS.
All data is backed up on a daily basis (as standard) to geographically redundant locations and backups are retained for thirty days. Historical quote and case information is retained in the system indefinitely.