ApproveThis manages your QuoteRUSH Integration approvals.

When Approval Management Meets Insurance Quoting

Let’s be real – insurance teams have better things to do than play email tag with quote approvals. Between chasing down signatures, reconciling rate changes, and trying not to drown in paperwork, most agencies are stuck in 2003. That’s where smashing ApproveThis and QuoteRUSH together via Zapier turns "we’ll get back to you" into "done before lunch."

ApproveThis handles the messy human part of approvals (you know, the part where people forget to hit reply). QuoteRUSH crunches numbers like a calculator on espresso. Together? They automate the gap between getting a lead and binding coverage – without requiring your external agents to learn new software.

Why This Combo Works Like Bourbon and Branch Water

QuoteRUSH does one thing extremely well: spit out accurate personal lines rates faster than an actuary during tax season. But getting those quotes approved? That’s where most agencies faceplant. ApproveThis doesn’t just move paperwork – it automates who needs to sign off, when, and what happens next.

Key advantages for insurance teams:

• No more license math: External agents approve via email without needing QuoteRUSH logins
• Escalation protocols: Auto-route high-value quotes to senior underwriters

Think of it like adding traffic lights to your quoting process. ApproveThis tells each quote exactly where to go next, while Zapier keeps both apps talking without IT involvement.

Three Ways This Integration Saves Agents From Themselves

1. New Lead? Automatic Approval Chain

When a fresh lead hits QuoteRUSH, ApproveThis can:

• Create approval tasks for agency principals
• Require UW sign-off on non-standard risks
• Attach QuoteRUSH rate sheets to approval requests automatically

Real-world impact: A 45-agent brokerage reduced quote turnaround from 72 hours to 9 by auto-routing approvals based on policy type. Flood quotes go straight to their niche team, while standard auto policies get fast-tracked.

2. Approved? Push Directly to Production

Once ApproveThis gives the green light, Zapier can:

• Create bound policy checklists in your agency management system
• Trigger DocuSign workflows with approved quote details
• Update CRM records without manual copy-paste

Pro tip: Use ApproveThis’s calculated fields to auto-approve quotes under $5k premium, but require manager review for larger accounts. Saves 20+ hours/month in unnecessary meetings.

3. Modified Quotes Need Fresh Eyes

When existing quotes get updated in QuoteRUSH (looking at you, clients who “forgot” about that DUI), ApproveThis:

• Flags changes exceeding 10% premium variance
• Requires re-approval only from original signers
• Maintains audit trail showing who approved what version

Savings: One MGA eliminated 90% of E&O claim back-and-forth by timestamping every approval against quote versions.

Department-Specific Wins

Sales Teams: Stop Losing Deals to Slow Approvals

Agents hate telling clients “I’m waiting on underwriting.” With ApproveThis routing:

• Auto-assign approvals based on carrier appetite
• Get mobile approvals from UWs at conferences
• Attach carrier guidelines directly to requests

Operations: Kill the Spreadsheet Jockeys

No more babysitting approval matrices. Set once in ApproveThis:

• Hierarchical approvals for multi-location agencies
• Auto-delegate approvals during vacations
• Integrate with payroll systems for commission tracking

Finance: Close Books Faster

ApproveThis’s audit trails mean:

• Instant visibility into pending approvals
• Exportable reports for compliance reviews
• Auto-archive approved quotes with expiration dates

Setting This Up Without Losing Your Mind

Zapier keeps this integration simple enough for non-techies:

1. Connect QuoteRUSH and ApproveThis in Zapier (takes 2 minutes)
2. Map QuoteRUSH fields to ApproveThis templates
3. Set approval rules (who, when, escalation paths)
4. Test with live quotes (we suggest using your own policy)

Pro move: Use ApproveThis’s conditional logic to route high-risk quotes through additional compliance checks automatically.

The Bottom Line: This Isn’t Just About Saving Clicks

Combining ApproveThis and QuoteRUSH isn’t another “productivity hack.” For insurance teams, it’s about:

• Reducing E&O exposure with airtight audit trails
• Improving carrier relationships through faster bind ratios
• Letting producers produce instead of chasing emails

And yes – it also happens to save the average 75-person agency 300+ hours annually on approval grunt work. But who’s counting?

Get ApproveThis integrated with QuoteRUSH today, or schedule a demo to see how approval automation works for insurance workflows specifically.