The Best Practices for Automating the Insurance Quote white paper stresses that speed and accuracy in quoting are critical to competitiveness. Automation reduces deal friction, accelerates quote-to-cash, and minimizes human error. A rules engine orchestrates data from CRMs, PAS, and warehouses, validating policies and pricing benefits in real time. Dynamic forms streamline data capture, while microservice/API deployment ensures scalability and integration with billing or third-party systems. A Fidelity Life case study shows modernization via Decisions’ no-code platform enabled faster product updates, intelligent pricing, and centralized business logic, creating scale, agility, and ROI.

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