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Description
The Sola Extension simplifies your Sola Quote & Bind workflow by auto-filling client details directly from any webpage. The Sola Extension simplifies your Sola Quote & Bind workflow by auto-filling client details directly from any webpage, so you can focus on what matters most: serving your clients. No more switching between tabs or copying and pasting information. With everything in one place, you can instantly access your quotes and policies, making edits faster and more efficient. ➤How it works. When you’re quoting a client, open the Sola extension. It will automatically detect and populate key client details, such as Name, Email, Address, and Phone Number, from the page, saving you time and reducing manual entry. You also can view and edit any quotes or download any policy documents you need. ➤Account To use this application, you’ll need to be appointed with Sola. Not yet appointed with Sola? Visit our website at solainsurance.com to get appointed. ➤Data Privacy We value the trust you place in us. The Sola Extension does not track your activity or collect any information beyond what’s needed to generate a quote. Your data remains secure. Read our privacy policy to learn more. Questions/Feedback? Please send us a message using the chat bot on our website or send us an email at info@solainsurance.com