Utilities

Utilities

The utilities tab contains client or renewal specific tools that speed up common workflows.

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Quick pay link email

Drafts and email to Outlook / copy for SMS

Supplemental app transfer

Converts scanned or flattened supplementals into field-enabled PDFs and can optionally update client details automatically.

• Drop a scanned/filled supplemental and map it into a fillable template
• Optional: Update Business Details to push extracted data back into the Details tab

Send Smart Email

Draft an Outlook email from editable templates with merge variables

• Templates can require context (e.g., a Policy) before they can be used

Email activity report

Generates a report of email activity for the client.

• (More info coming soon)

Policy premium summary

Displays premium and policy breakdowns.

• (More info coming soon)

Loss run requester

Helps you gather the info needed to request loss runs and drafts carrier-specific loss run requests using email, websites, or phone numbers as available.

• Pick a line + number of years, preview carriers, and draft all emails
• If a carrier has no loss-run email, Quickfire can surface a website link or phone fallback

Cleanup utility

A powerful admin tooling for reassigning/deleting records

Policy Sync

Applied Epic Policy API sync check, where enabled

Policy vs quote comparison

(More info coming soon)

Coverage gap highlighter

Suggests upsells based on codes/descriptions and current coverage