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Quotation Builder

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ESKA General mobilizes your product portfolio with powerful quotation building so your sales associates can quickly assemble a tailored insurance policy for any customer that walks through the door.

Whether to insure a specific product or to build a policy spanning multiple classes, ESKA General enables you to build quotations of any scale thoroughly and efficiently. The system automatically retrieves information according to your task while verifying that you don’t leave out any necessary information.

With straight-through processing (STP), your sales professionals can quickly build quotes and deliver policies for your customers, while passing risk assessment tasks forward to your underwriters.

With an accelerated quotation creation process, your sales professionals can better convert market demand into deliverable insurance products, expanding your operation’s growth and success.

  • Create customizable quotations within a single or multiple insurance classes.
  • Convert quotations into active policies for your customers and as standard products for your portfolio.
  • Modify covers and update values such as sub limits, deductible percentages and premium rates.
  • Copy and modify quotations to quickly build differentiated policies.
  • Attach underwriting questionnaires, customer profiles, beneficiaries, effective and expiration dates, validity days, beneficiaries, and quotation details.
  • Implement premium payment schedules with automated notifications.