View the video below to understand how to use the iLife Quoting Tool.
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Step 1: Access Your Client Pipeline

Begin by logging into your iLife account. Once inside, you will be in your Client Pipeline.
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Step 2: Navigate the Side Menu

In the client pipeline, locate and expand the side menu bar using the green arrow.
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Step 3: Quoting Tool & Product Browsing

Click on "Quoting Tool" and then select "Product Browsing" from the dropdown.
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Step 4: Customize Filters

Input lead preferences and filters in the empty boxes to tailor the quotes to match what your client is looking for.
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Step 5: Review Available Quotes

Explore the list of available quotes to find the best fit for your prospect. *
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Step 6: Save Your Quote

Click on a quote, enter client details (name, phone, email), and save. Once you do that, the lead will then populate in your Client Pipeline!
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*You can choose what carrier quotes show here depending on what you have chosen in "Account Settings" -> "Carrier Options"
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