INSURANCE QUOTE MASTER v.1.20 by The Dreamtime [iqm@thedreamtime.com]
http://www.thedreamtime.com/tools/iqm.html
Last Revision 02/12/98
Copyright 1997,1998 John Deliman, Brett A. Simpson

Description:
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Quote Master is Insurance Quotation / Contact Management software. 
It will calculate your quotations, print out mailing labels, clients 
lists and quotes worksheets with one click.  Save and restore 
quotations for multiple products with automatic recalculation. 
Quote Master will help you CLOSE SALES (multiple product sales) - 
for instance, a Med Sup, LTC and Final Expense - FASTER and MORE 
EFFICIENTLY.

Quote Master is fully customized and individually created for each 
purchaser according to your own specifications.  You can choose to 
have us enter your rate information, or enter it yourself for a 
rebate off the purchase price if your rates have not been entered yet.
Automatic recalculation with any input or product change means that you 
can throw away your calculator.

Choose to include Annual, Semi-Annual, Quarterly or Monthly rate options 
specific to each client, and Quote Master automatically calculates 
discounts and checks the age ranges for each plan that you offer. 
It is customizable too, letting you decide which plans that each client 
is interested in, and it prints informative Questionnaire information 
for you on the bottom of each worksheet for your own information.

To Install
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To install Quote Master, simply unzip or copy all files 
into a single directory for installation purposes.  Then 
Run the setup.exe program that comes with this file.  It will assist you 
in installing our Free 30 Day Evaluation version of Quote Master.  You 
will be prompted on the directory that you would like to use, and a 
full UnInstall Program Icon/option will automatically be created for you 
so that you can remove the program easily after your evaluation. 
The program uses the Borland Database Engine and it will install this for 
you automatically in the directory that you choose for Quote Master.

Once you've installed this package:
-----------------------------------
From Windows95:  Click on the Start Button and choose Quote Master Eval from
the top of the command list, or from the Quote Master Evaluation folder.
From Windows 3.1: Click on the Icon for Quote Master Evaluation.

Choose the Clients option from the File menu.  The screen is fairly
straight-forward.  Scroll through the records using the Next/Previous
Buttons at the bottom of the screen.  Print a Worksheet for any of the
clients while you are scrolling.  Choose Edit and change some of the
parameters for each client.   Notice how adjusting plans, amounts, or
the client/spouse ages automatically adjusts the rates for you!  If you
enter a client age that is out of range you will be warned and the values
will go to zero for that plan.   The valid age ranges for each plan are
adjustable from the Setup option of the System menu.

Turning Off/On each plan (using the check boxes along the left side of the
screen) also adjusts the totals value along the bottom of the screen.
The checkboxes along the top for Annual, Semi-Annual, Quarterly, Monthly
indicate which values you would like to appear on your Worksheet for that
client.  

Further Benefits:
-----------------
Try printing Birthday labels, and Client listing reports for your clients.
Add your own clients to see how valuable Quote Master is by saving you
time/money calculating all of the values for you.  It is truly revolutionary.


Distribution:
-------------
Insurance Quote Master is FREE 30 Day Evalutation software and may be
freely distributed to anyone by any method as long as the files that
are included with the original file are kept intact.  More distribution
information can be found in vendor.txt included with the program.


Contact:
--------
For more information see the Quote Master web site at:
http://www.thedreamtime.com/tools/iqm.html
or send Email to us at iqm@thedreamtime.com

The Dreamtime
2229 Union Ave.
South Bend, IN 46615
USA
Email: iqm@thedreamtime.com
FAX: 219-288-1142


