I'm looking to have a life insurance quoter built into the lead screen. In essence, when speaking with a client I want the ability to pull certain info from the lead screen such as postal code, age, and a couple of additional lead fields to generate a life insurance quote. I can provide some mock screens to further define the project. I would also need the ability to add or remove insurance carriers from time to time as well as email the quote to the lead.
-Marcus
-Marcus
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