(925) 290-8461

2324 Second St
Livermore, CA  94550

Dan Stevens
dan@djstevens.com

StickyWeb

Prospector/AutoXdater

$349.00 for one year

These tools run quotes through dashboard, in a manner similar to entering them yourself, but with the benefit of capturing the quote information into a spreadsheet.

Home Prospector

Fully automates running home quotes on dashboard from a lead list.  Saves the quote to both SIMS and to a separate spreadsheet to allow further marketing, from direct mail campaigns, telemarketing campaigns or loading into an email service for email campaigns. 

A sample of the output spreadsheet can be downloaded at:
FAQ
Do I need a special lead list? 
No, most sources of leads will work, the quoter requires a csv data file (Excel), and requires minimal information, First Name, Last Name, Address, City, State, Zip.  Other fields, such as phone, email address, gender, age are good to have, but optional.

What discounts and deductibles does it quote with?
Just as if you are running a quote yourself, it will default to using the discounts and deductibles that you have selected in your Express Preferences.  You can change these at any time.

How do you calculate dwelling value?
Same as when you do a quote yourself, it is calculated using 360Value.  By default, the quoting tool will change the Overall Quality to Standard, but this is optional and the quality can be left as it is set by 360Value.

What do I do with the quoted list?  How do I benefit from this?
These are designed to help you market in your selected area.  Most agents have good success with these quotes, doing direct mail campaigns with our provided mail merge templates.  Others will use an email service and email the quotes directly (some do both).  Following up with a phone call is best for achieving the best ROI.

How many quotes can I / should I run?
The quoter runs at the 'speed of dashboard', meaning you are going to run 25-30 home quotes an hour at best.  In a normal 8 hour day, you can run 200-250 quotes.  While it is possible to run over a 1000 quotes a week on a single computer, I strongly recommend running a manageable volume and working the leads to their fullest extent.  Most agents find the best ROI by consistently running 100-200 quotes a week, mailing (or emailing) the quotes and then following up the next week with a phone call.  

Anything else I should know?
Keep in mind, these are marketing 'prequotes', not underwritten quotes.  They are designed to help you get your phone to ring, but you will need to pull the quote up in SIMS and review it with the prospect to ensure everything is correct prior to finalizing the quote.  

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AutoXDater
Fully automates running auto quotes on dashboard from a lead list.  Saves the quote to both SIMS and to a separate spreadsheet to allow further marketing, from direct mail campaigns, telemarketing campaigns or loading into an email service for email campaigns.
The quoter will automatically discover the vehicles, prior carrier, xdate and current liability limits.
It will automatically discover and quote with up to the first 2 drivers and the first 3 vehicles.

A sample Auto quoted file can be downloaded from:
https://dl.dropboxusercontent.com/u/38894105/Clients/SampleAutoTracker.csv

FAQ
Do I need a special lead list? 
No, most sources of leads will work, the quoter requires a csv data file (Excel), and requires minimal information, First Name, Last Name, Address, City, State, Zip.  Other fields, such as phone, email address, gender, age are good to have, but optional.  Having age will greatly improve the accuracy of the quote.  Using a homeowner list works very well with this tool.

What discounts and deductibles does it quote with?
Just as if you are running a quote yourself, it will default to using the discounts and deductibles that you have selected in your Express Preferences.  You can change these at any time.

Do you pull MVR's?
No.  It assumes a clean driver.

What do I do with the quoted list?  How do I benefit from this?
These are designed to help you market in your selected area.  Most agents have good success with these quotes, doing telemarketing campaigns.  Others will use direct mail with our provided templates or use an email service and email the quotes directly (some do both).  Following up with a phone call is best for achieving the best ROI.
How many quotes can I / should I run?
The quoter runs at the 'speed of dashboard', meaning you are going to run 30-35 auto quotes an hour at best.  In a normal 8 hour day, you can run 240-280 quotes.  While it is possible to run over a 1000 quotes a week on a single computer, I strongly recommend running a manageable volume and working the leads to their fullest extent.  Most agents find the best ROI by consistently running 100-200 quotes a week, mailing (or emailing) the quotes and then following up the next week with a phone call.  

Anything else I should know?
Keep in mind, these are marketing 'prequotes', not underwritten quotes.  They are designed to help you get your phone to ring, but you will need to pull the quote up in SIMS and completely review it with the prospect to ensure everything is correct prior to finalizing the quote.  
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