Cyrus Jaffery
- Role
- Founder & CEO at Quotamation
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Cyrus Jaffery
We are a network of independent Insurance agencies focusing on helping captive & …
Experience
Founder & CEO
May 2023 — Present
Quotamation empowers independent insurance agents to input minimal data for their quotes, retrieve quotes within 60 seconds and create proposals all within their own white labeled Tech platform. Easily integrates with their CRM system to eliminate double entry and safely store data.
Skills
- Microsoft Word
- Series 63
- Lines of Credit
- Retirement Planning
- Loans
- Risk Management
- Commercial Lending
- Insurance
- Finance
- Financial Modeling
- Marketing
- Credit
- Life Insurance
- Fixed Annuities
- Residential Mortgages
- Mutual Funds
- Refinance
- Strategic Financial Planning
- Financial Services
- Retail Banking
- Credit Cards
- Investments
- Mortgage Lending
- Customer Service
- Cross Selling
- Banking
- Sales
- Consumer Lending
- Microsoft Excel
- Portfolio Management
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