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QBIS Review

3

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.7
Vertical Industry, Financial Services

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Description of QBIS

Solution to help insurance agencies generate quotes, sell policies, maintain compliance, and more.

Reviews

Global ratings 3
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    2
  • 4
    1
  • 3
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  • 2
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Type of review

Revainrating 5 out of 5

QBICorporate Software Has Been Excellent For Our Insurance Agency

I like that it's simple in design, easy to use for both agents and clients, as well as their customer support is fantastic! They are quick to answer questions/comments regarding functionality or features. You can't customize everything about QBIS (or at least not easily), but you get the core of what they offer and then add your own customization around things such as how reports are created. It also makes it very convenient from an agent perspective when selling/handling multiple policy lines…

Pros
  • Flexible enough
  • Simplified interface even without having technical background
  • Easy implementation process; great techs available 24 hours daily via phone & email alike.
  • Quote processing automation through QBICORP
Cons
  • Zero

Revainrating 5 out of 5

Excellent program and keeps staff organized

I like that it is easy for agents in my office to use as well as other offices around our state. It has been very helpful with keeping up-to date records of all appointments we have scheduled or taken care of within this system! The only thing about Qbis I dislike is how long it takes for you to be able to access your appointment book once logged into qbis via computer from home vs being at work where there are multiple computers available. If you need an appt booking software then definitely…

Cons
  • Not bad

Revainrating 4 out of 5

QBIS - Easy To Use And Very User Friendly

It is easy for customers to navigate through it. The whole process of getting an auto policy is so simple that I don't have any problems with it. There are better ones out there but this one will do just fine for my needs. This software has helped me in many ways including generating new leads as well as providing customer service to clients who want to cancel their coverage. It's also very helpful when it comes time to renewing or replacing existing coverages due to changes in your life which…

Pros
  • Easy navigation
  • Very user friendly interface
  • Great cost control tool saves lots o' $$!!
Cons
  • Somewhat complicated at first glance (but not really) once used regularly.
  • Can take some practice navigating around before finding exactly where everything goes :)There were no dislikes mentioned by anyone working here during implementation/use phase............(all good).......I would recommend using Qbis Software