CompuQuote One Way Integration

One Way Integration between CompuQuote and Power Broker is now available. Quotes that are first done in CompuQuote may now be saved back to Power Broker from within CompuQuote. You must have purchased the CompuQuote Integration module for this feature to be enabled. CompuQuote can now launch a special Power Broker software module which allows the user to assign customer codes and save the CompuQuote record under the next available binder number in Power Broker.The one way integration with CompuQuote enables the user to be in CompuQuote, enter in the information for the customer first, and then sends the information back to Power Broker. Step 1) Launch CompuQuote, and setup your quote or search for a quote that you presently have in your system. Step 2)  Once launched, and checked to make sure your information is correct, choose the dollar symbol to do your quote. Step 3) Decide which quote you wish to go ahead with. Step 4) Choose the icon so indicated in the screen capture below to launch Power Broker. Once Power Broker launches, choose the policy you wish to draw in and either Save, Delete or Purge the quote. Go to the policy screen of the person you just quoted, and choose 'Other Policies'. The list will display the policy you just quoted, so choose the line of the quote, and right click on your mouse to jump to the screen. Make note that the information that was in CompuQuote is now in Power Broker.