Disability Insurance Quote Engine
Automate your Disability Insurance Sales
The DIS Quote Engine is a powerful tool that removes friction from one of the most critical parts of the sales process, getting real numbers in front of clients quickly. Instead of relying on manual requests or delayed back-and-forth, clients can instantly request quotes.
When your client submits a quote request, an email is sent to you. Simultaneously, the DIS sales team automatically begins preparing the Analyzer. When the Analyzer is ready, we forward it to you to share with your client. This usually takes place within 24 hours of your client’s request. If you have any questions, contact our sales team at 1-800-898-9641 before presenting the proposal to your client.
Get Your Personal Quote Engine URL
How it Works
Request Your Personal Quote Engine URL
Email info@diservices.com with the email address you use to access the quote engine and broker portal.
Add it to Your Marketing
Add your personal quote engine URL to your website, email signature, marketing emails, and social posts. Download icons below.
Receive the Analyzer
DIS prepares the Analyzer and forwards it to you to share with your client – usually within 24 hours of the request.
Deploying your DIS Quote Engine
Website Instructions
It’s important to allocate space on your website. We recommend placing a quote icon on your home page or disability insurance product page for maximum exposure.
Email Signature Instructions
We recommend that you set up a standard email signature that automatically appears every time you send an email. You can link the icon to your personal quote engine URL.
Kim Smith
Agency Name
555.555.5555
kimsmith@agency.com
Marketing Email Instructions
When sending out marketing emails, include the paycheck protection icon or a text call to action and link the personal quote engine URL.
