Agents can move through the quoting process with fewer unnecessary questions, flexible navigation, and less manual data entry.
Dynamic Comparative Rater
Give agents a streamlined comparative quoting experience with dynamic question sets, fewer redundant questions, and access to multiple quotes from multiple carriers in minutes.
bolt’s Dynamic Quoting Questionnaire transforms the comparative rater experience with real-time question logic, modern navigation, CRM integrations, and broader market access.
Agents can move through the quoting process with fewer unnecessary questions, flexible navigation, and less manual data entry.
Identify missing data quickly and move through the workflow with less scrolling and cleaner navigation.
Use CRM integrations and pre-fills to minimize manual input.
Surface product choice from offline carriers, specialty carriers, and bolt’s wholesale appointments.
Quote across lines and states on a single platform built for agent usability.
Carrier onboarding aligns questions to bolt’s standard set, helping reduce duplicate questions and supporting real-time API-based quoting rather than historical quote experiences.
Capabilities
Adjust the interview in real time to present only the needed questions.