Fix Your Intake!
The Key to a More Efficient and Effective Quoting Process
Big I Programs
Webinar Presented by ACT Supporting Partner, Canopy Connect
Dec. 10, 2025 1:00 P.M. ET
It’s time to streamline your quoting workflow. By improving one critical step, you can dramatically boost efficiency and enhance effectiveness—leading directly to more closed deals.
This session focuses on the initial phase of quoting, where outdated methods often create friction, drive up cost and frustrate clients. This is the point where accuracy is essential and delays can derail the process.
Discover how modernizing your intake system positions you as a trusted advisor, delivers a superior customer experience, and reduces your total quoting time. A stronger foundation for your quoting workflow increases precision, efficiency, and prepares you to win every opportunity.
Hosted by the Big “I” Agents Council for Technology (ACT) and presented by Ray Huang, VP of marketing at ACT supporting partner, Canopy Connect.
We’ll be recording the webinar and will distribute to all registrants, so even if you cannot attend, please register anyway so you don’t miss out on this insightful discussion!