Example configuration
Quotes, follow-ups and signed paperwork without the inbox archaeology
Agencies and professional firms win and keep clients through prompt quotes and steady follow-up. This example configuration shows how Mako can generate proposals, chase them, collect signatures and keep every message with the client record.
Request
Quote sent
Follow-up
Signed
Where the work gets stuck
Common friction in insurance and professional services
Quotes sent and never followed up.
Signed paperwork scattered across e-mail.
Client history locked inside individual mailboxes.
What you can run on Mako
Use cases for this example configuration
Quote and follow-up discipline
Proposals are generated from the record, and the record moves to follow-up with a date the moment one goes out.
Client and referral relationships
Sent mail is filed to the client record, so a colleague can pick up a conversation without asking.
Signatures and filed documents
Agreements go out through Dropbox Sign and the signed PDF returns to the client's record.
Engagements and recurring touchpoints
Reminders and reports keep long-running client work visible to the people accountable for it.
Workflow examples
How the modules work together here
Each step uses a capability the platform has. Steps marked as configured to your business are set up with you.
Quote request to engaged client
A request moving to a signed engagement.
- The request arrives through a website form and creates a prospect.Website form-fill intake and routing
- A proposal and cover e-mail are drafted from the record.Proposals and quote follow-up
- The rep reviews and sends from their own mailbox, which files it to the record.Mailbox inside the record
- Quote follow-up e-mails are drafted for review as the date approaches.Proposals and quote follow-up
- The agreement is signed and filed.E-signature requests
Periodic client check-in
A paced outreach to part of the client base.
- The Records Explorer segments clients and tags those who are due.Records Explorer
- A wide-area job sends paced, personal messages.Wide-area communications
- Replies are filed to the matching record.Mailbox inside the record
- A reminder prompts the owner to follow up personally.Reminders, calendar and invitations
Featured modules
The capabilities that matter most for this configuration
Proposals and quote follow-up
Quote from the record, then make sure someone follows up.
DetailsMailbox inside the record
Sent mail filed where the relationship lives.
DetailsE-signature requests
Agreements out for signature, chased and filed.
DetailsReminders, calendar and invitations
Follow-ups that show up where people work.
DetailsRecords Explorer
See what you have without filtering over and over.
DetailsReports
Activity, accounts, prospects and tickets.
DetailsRelated example configurations
Example configuration This page shows how Mako's modules can be arranged for Insurance & Professional Services. It uses sample data, is illustrative only and does not describe an existing customer or deployment. Anything described as configured to your business is set up with you.
Discuss a configuration for your agency or firm
Tell us how you quote, follow up and collect signatures and we will show how Mako could be configured around it.