Quoting Integrations


Make the quotes for your clients in BAT

In BAT we have 3 applications integrated to make quotes for your clients, and it is faster on BAT. as pull the information from the information directly through the quoting forms. This means that once you create the client and enter his information in the fact find, you won't need to put that information again.

If you already have an account with any of the integrated applications you can use it in BAT, if you can not send us a request to create an account for you.

The applications that we have currently integrated to make quotes are the following:

  • Defaqto
  • iPipeline - Solution Builder
  • Twenty7Tec - Mortgage and secured loans sourcing

Screenshots


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