UMIS Legends — Carrier Quote Assistant

Description

Extract move/inventory data from a CRM page and create a UMIS quote estimation without re-typing. UMIS Legends helps carrier agents create UMIS quote estimates without manually re-typing move details from their moving-company CRM. How it works: 1. Open the move you're working on in your CRM (or the estimate PDF). 2. Click the UMIS Legends icon to open the side panel, then "Extract from this page." 3. Review the extracted customer, move date, address, and inventory details — edit anything that needs correcting. 4. Submit to create the quote estimate in UMIS. Also included: - Search your existing quotes by job number, right from the side panel. - Quick links to open the full UMIS dashboard or a specific quote. UMIS Legends is built for UMIS-affiliated carrier agents and requires signing in with the Google account associated with your UMIS agent profile.

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