Sales Module

WorkzApp - Insurance Quote Forms

When a form is submitted from your web site it is delivered to you in the exact format as it appears on your site. This makes the form easier to read and it prints in the format of an application rather than a text file.

WorkzApp Features
  • Export data to company specific PDF applications for signature and binding.
  • Send the application embedded, not attached, to a specific email.
  • Send the application to an email specified during user input.
  • Send the application to multiple recipients.
  • Save each application that is submitted for future recall.
  • Allow you to customize the "Thank you for submitting message."
  • Data can be validated if needed for application approval or rating.
  • Export data to be used in rating or management systems.

WorkzMail (Included with Pro Package)

WorkzMail is an automated tool to manage and send "touch" E-mail marketing to customer and prospect data bases.

With a just a few clicks you can generate an E-mail to thousands of recipients.

The system can;

  • Generate text based or graphical based (HTML) E-mail.
  • Import existing E-mail data bases effortlessly
  • Automatically integrate data from existing on-line databases
  • Make it easy for users to opt-out
  • Allow customers to opt-in from your web site
  • Let you enter customer data manually
  • Generate reply and information forms within the E-mail

It's simple! Create a database, add records, create a message and send. That's it! No more clumsy mail merges! Easily create a campaign by creating multiple messages and specifying the date each is to be sent or deliver your monthly newsletter electronically.



All forms include in Lite, Pro and Pro Pac Packages.

Quote Forms
Auto Quote Business Quote BOP
Motorcycle Quote Business General Info
Life Quote Business Property
Recreational Vehicle General Liability
Renters Quote Professional Liability
Watercraft Quote Employment Practices
Homeowner Quote Business Umbrella
Restaurant Garage Keepers
Quick Quote Forms
Auto Homeowners
Motorcycle Business Owners
Boat Owners Liquor Liability Quote
Annuity Dental
Health Life

WorkzMail - Email Marketing

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