Direct to Customer Quoting

Set up your customers and guest users to create and manage their own quotes with Direct to Customer Quoting.

Who: Your customers (authenticated users) and guests (unauthenticated users) who have access to your Experience Site.

Why: Direct to Customer Quoting empowers your customers and guest users to create and manage their quotes at their own pace. This allows them to explore options in a low-pressure environment from the comfort of their own home. Additionally, this frees up your agents and CSRs to help customers who may be looking for a little more help.

How: Assign the Insurance Self Quoting permission set to user profiles to allow access to self quoting capabilities on your Experience Site.