[jryan]

Hello...my name is Ryan. I'm going to try to give you as much information as possible because I'm trying to determine which product if any would work for me. I'm not very good with programming and without software, I wouldn't have a chance. I'm hoping someone here can help me determine what I need to do.

I have an insurance agency and I need to be able to automate quotes for the leads I have and will have on an ongoing basis. I have the leads in an excel or csv format. Information such as first name, last name, coverage amount, city, state, zip code, type(home, condo, etc) are some of the info on the lead sheet. I need to be able to login to the quoting website and have the data from the excel sheet/csv placed in the website and carried through for a quote. Then once the quote is given, I need to extract the quote number and the coverages/premiums data and put that data either back into the excel sheet the data was received from or another doc. Either way, it doesn't matter. Just as long as I can match up the data later. I hope I'm making sense to you and would like to know if this product can help me. I would be willing to pay someone to create this automation for me so long as I can get support over time and maybe make adjustments in the future. I appreciate any help you can give.

Thanks,

Ryan