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QuoteMore™

QuoteMore™ is an innovative product sales and payment quoting tool for front line staff. It gives staff the ability to identify member needs and use a “best-fit” approach to selling credit union products and services while fitting seamlessly into the loan process.

QuoteMore™ uses the latest .NET technology to simplify the sales and quoting process to help staff focus on what’s important.

QuoteMore™ is an innovative product sales tool for front line staff.

Credit unions can use this powerful tool to offer 100% of your financial products 100% of the time. QuoteMore™ is not only available as a free module within CRIterion®, it is now also offered as a stand-alone solution to help staff quote fully protected loans more efficiently.

QuoteMore™ features include:

  • Menu selling presentation
  • Ability to quote all debt protection package combinations
  • Interface to Auto Warranty provider
  • Interface to NADA
  • Informative insurance facts to increase staff comfort with products
  • Loan protection product descriptions
  • Member view to aid in selection process
  • Ability to search and review past quotes
  • Ability to customize product offerings based on loan type

For more information on this tool, click here.


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For more information about our products, solutions and services please feel free to contact us.

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