What is CoDriver Counter Quote Reply?
CoDriver Counter Quote Reply is a powerful feature that allows brokers to manage counter-quote emails seamlessly within the same email thread. By consolidating communication, brokers can streamline workflows, reduce confusion, and maintain a cohesive dialogue with carriers.
How Does It Work?
1. Trigger a Counter Quote: Brokers can manually initiate a counter-quote email from the Quotes tab within Parade.
2. Carrier Responds: Carriers reply to the email in the same thread, ensuring all communications remain organized.
3. CoDriver Processes the Reply:
• If accepted: CoDriver automatically triggers a “Book Now” reservation.
• If further negotiation is needed: The conversation continues in the same thread, driving toward resolution.
4. Track Progress: All conversations are tracked in the CoDriver tab, with final quotes easily accessible in the Quotes tab.
Why is This Feature Important?
• Streamlined Communication: Keeps all quote-related communication in a single email thread.
• Efficiency Boost: Automates follow-ups and ensures no carrier response is missed.
• Integrated Workflow: Fully embedded within Parade’s platform, offering seamless tracking from quote to booking.
How to Get Started
1. Activate the Feature: Contact support@parade.ai to enable CoDriver Counter Quote Reply for your account.
2. Start a Counter Quote: Use the counter-quote button in the Quotes tab for eligible conversations.
3. Respond and Track: Carriers reply directly to the email, and you monitor all progress in the CoDriver tab.
FAQs
Q: Who can use this feature?
A: Any customer with CoDriver can request to add Counter Quote functionality.
Q: What happens when a carrier accepts the counter rate?
A: CoDriver automatically triggers a “Book Now” reservation, ensuring a smooth handoff from counter to booking.
Q: Does CoDriver handle further negotiations?
A: Not at this time. CoDriver tracks replies, but additional negotiations must be handled manually.
Q: How does this integrate with existing CoDriver workflows?
A: It complements CoDriver’s capabilities by adding automation for managing counter-quote responses, without replacing existing functions.
Ready to Enhance Your Workflow?
Get started today by contacting our team to enable CoDriver Counter Quote Reply!
For additional questions, contact us at support@parade.ai.