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Automation of Quotation and Information Processes

Preparing quotes no longer costs time—it drives sales!

Manuel olarak doldurulan uzun ve detaylı teklif formları hem zaman alır hem de müşteriye ulaştığında çoğu zaman karmaşık görünür.
Bu otomasyon paketi, tekliflerinizi sadeleştirir, önemli bilgileri öne çıkarır ve müşteriyle en uygun kanaldan otomatik olarak paylaşır.
Artık teklif hazırlama ve gönderme süreci saniyeler içinde tamamlanır!

What can you do with this service?

📋

Automatic Understanding & Summarization of Quote Forms

– Long quote form content is analyzed and transformed into clear, simplified text.
– Key sections for the customer (price, coverage, date, benefits) are highlighted.
📄

Presentation in Customer-Friendly Formats

– Summary quotes can be prepared in PDF, message, email, or visual card format.
– Delivered in the format most suitable for the customer’s preference.
📱

Automated Sending & Follow-Up Process

– The quote output is automatically sent to the customer via WhatsApp, Telegram, SMS, or email.
– Whether the customer responds is tracked by the system.
📈

Instant Feedback & Reporting

– Quote open rates, responses, and conversion metrics can be tracked.
– Instant alerts are sent to the sales team for hot leads.

Who Is It For?


🔹 Insurance agencies & sales teams – Organizations looking to streamline daily quote traffic.
🔹 Consulting and service providers – Companies aiming to present quotes more professionally and efficiently.
🔹 All businesses seeking fast customer interaction – Teams that want to increase conversion rates and reduce waiting times.

⏱️
How Long Does the Manual Process Take?


Average time to prepare and send a quote:
📝 Filling out and reviewing the quote form: 20–30 minutes
✍️ Writing and simplifying the explanatory text: 15–20 minutes
📤 Preparing and sending the appropriate file: 10–15 minutes
📞 Follow-up and response process: 10–20 minutes
Total: 55–85 minutes per quote

⚙️
What Do You Gain with AI?
The quotation process is completed in 3–5 minutes
✅ Each quote is presented clearly, concisely, and conversion-focused
✅ 70% of the sales team’s time is saved
✅ Follow-up tracking is handled automatically
✅ The quote text is adapted to a language the customer can easily understand

Deliver Clear, Concise, and Understandable Quotes

– Reduce quote preparation time to just minutes
– Send simplified, personalized presentations to each customer
– Make follow-up easier and shorten the path to conversion

🎯 Let the customer know why they should accept the offer—before even opening the file!

Financial Gain

Average cost of manual quotation processes:
– Staff time (1 hour): $20–30
– Weekly lost opportunity due to delayed or missing quotes: $100–300+

With AI:
– The same quote can be generated within minutes
– Even with a growing customer base, no extra staff is needed
– Conversion rates increase thanks to clear, concise, and timely offers

📌 Figures are based on market averages and may vary depending on quote volume and industry.

Contact us to request a demo, get pricing, or ask your questions

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