eKeeper Solution Builder Credentials Video Guide
-Click the above link for a video guide explaining how to add your Solution Builder credentials to eKeeper CRM
This guide will show you how to add your Solution Builder credentials to eKeeper CRM, how to Export to Solution Builder and how to Import the quotes.
If you haven't setup your Products to display Solution Builder quotes Click Here |
-Solution Builder Integration with eKeeper CRM
How to add your Solution Builder Credentials to eKeeper
For the Solution Builder integration to work you will need valid login credentials for a Solution Builder account. |
-Solution Builder Setup Panel within Edit Your Details
To Import the quotes to eKeeper CRM click the Import to Ekeeper button on the bottom right of the window.
You will be unable to import the quotes to eKeeper CRM without following the above steps. Key to remember Quote Now > Flag > Folder > Save for Later > Import to eKeeper |
Now that you have imported the quotes to eKeeper, it is time to save them against a product on the case. Click the Save Quote button and select which product you wish to attach the quote/s to.
If you haven't setup your Products to display Solution Builder quotes Click Here |
It can take some time to import the quotes to eKeeper CRM, especially on slower internet speeds. Do not close the window before giving the system enough time to download the quotes. |
-Export To Solution Builder Button on the case footer bar
-Solution Builder Benefit Selection Screen
How to Export to Solution Builder & Import to eKeeper
-Click the above link for a video guide explaining how to Export to Solution Builder and Import to eKeeper CRM
-Quotes Imported to eKeeper, ready to be assigned to Products
Once the Proceed button is clicked, it will change to 'Apply'. You may have imported multiple quotes per the product, so clicking Proceed signifies which quote should be the 'proceeding' quote. Clicking Apply will also take you to the providers website. |
-Quote Summary Tab
-Policy Details panel on a product application