Give clients one link on the phone, in a text, on your site, or through referral partners. Receive submissions based on your quote setup & your rules.
Completely free, no strings.
Send your link in a quick text or email while you are still talking to the client. They can complete it in about five to seven minutes and you can often quote on the spot, or arrive already knowing what to expect.
Give attorneys, realtors, fiduciaries, and senior living facilities one link to share with every family. They send you complete, consistent requests instead of partial information.
Many companies already rely on EstateQuoter Pro to keep intake easy for you & your clients.