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We provide, free of cost, access to quoting tools for LRP, DRP, and LGM. In addition to the quoting services, AND with a subscription to DRP/LRP Quote Notifications, our tools allow for an automatic email-sending service that keeps your customers in the loop through daily updates to a variety of coverage levels and products.
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Check out LivestockPro here. |
DRP/LRP Quote Notifications will save you hours of work, weekly, and always make sure your customers have the most up-to-date information daily. The automatic DRP/LRP Quote Notifications service is an additional cost to your AgencyRoot subscription and is outlined below. LGM is currently unavailable for the quote notifications service.
Creating DRP, LRP, and LGM quotes
All 3 products (DRP, LRP, and LGM) can be quoted within LivestockPro. New quotes for each product can be created using the ‘New Quote’ button at the top of the screen. From there, you will see all of the inputs for the product that you selected.
Creating a quote is very simple; all you need to do is just enter all of the required inputs respective to each product. Once you have done that, LivestockPro will instantly update itself and create the quote.
If you need to change the input for a quote, all you have to do is enter the new value, and the quote will automatically recalculate with the change in consideration.
Printing DRP, LRP, and LGM quotes
All 3 products (DRP, LRP, and LGM) can also be printed. Printing a quote will print whatever you currently have on display within the quoter. For example, if you choose to have multiple coverages open within a single endorsement, the print will show each coverage within an endorsement, as well as any other endorsements and coverages that you have elected to show.
Subtitles allow you to add text to the top of your printed page.
You are able to print your quotes with a logo or no logo, as well as choose whether or not to include market data (for LRP only).
Accessing LivestockPro
From the AgencyRoot home dashboard, navigate to the sidebar on the left-hand side of the screen.
While hovering over the sidebar, click on “Apps” to open up our list of available apps.
Under Free Apps, you will find LivestockPro. Click on it to open up the quoter.
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Once you have each required field filled out, you can save the quote to your agency.
Existing quotes cannot be re-saved unless a field is changed.
Quotes can be saved using the top right 'Save Quote' button.
Quotes are linked to contacts or entities and associated with the user that created the quote.
All saved quotes can be accessed via the ‘My Quotes’ tab at the top of each quoter. DRP, LRP, and LGM quotes are saved independently of each other.
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