Purpose-Built for
High-Stakes CPQ
Explore how QuoteAgent™ addresses unique challenges across various sectors. Our tailored solutions enhance quoting efficiency and drive conversions.
Unlocking Trust with Face-to-Face Remote Sales
When quoting complex commercial risk or liability products, human judgment still drives trust and policy binding. Timing matters—and so does clarity.
Quote Interception for Commercial Lines
When a buyer hesitates mid-quote, Uptok escalates to a licensed expert who can clarify risk coverage and help close the bind. This improves close rates and reduces drop-off at the most valuable quoting step.
Small Business Coverage Consultations
SMB buyers often need quick help understanding coverage tradeoffs. Uptok connects them to reps in real time—preventing confusion and accelerating policy selection.
Inducing Confidence into Credit Decisions
Large-value credit applications are sensitive to delay, uncertainty, and friction. Human availability at the right moment builds trust and improves conversion.
Equipment Finance & Leasing
When a quote hits pricing or documentation complexity, Uptok connects the buyer with a rep who can complete the flow in-session. This improves same-day approval and funded deal rates.
Mortgage & Commercial Credit Pre-Qual
Buyers in the pre-qual or pre-approval phase often have critical questions. Uptok enables live consults to explain terms, eligibility, or next steps—reducing drop-off and increasing trust.
Accelerating High-Stakes Procurement and Care Choices
Quoting for healthcare equipment or procedures involves clinical complexity, emotion, and regulation. Human consultation is essential.
Capital Equipment Quote Consultations
Hospitals and providers often stall during spec configuration or pricing review. Uptok triggers expert consults when the quote complexity or stakes are highest.
Patient Acquisition for Elective Procedures
Patients shopping for fertility, LASIK, or other high-cost procedures often need immediate clarity. Uptok escalates to a live coordinator to walk them through cost and care details in real time.
Guiding Complex B2B Buying with Live Configuration Support
CPQ in manufacturing is full of complexity—specs, pricing tiers, approval layers. Real-time rep engagement preserves momentum.
Custom Equipment & Configuration Support
Uptok detects friction when buyers reach complex spec requirements, triggering a rep consult to assist in completing the CPQ flow without follow-up delays.
Volume Pricing & Approval Consults
For deals involving tiered pricing or custom quotes, Uptok helps route the buyer to a rep before they exit—closing the gap before procurement slows the deal.
Accelerating High-Intent SaaS Buyers to Close
SaaS quoting involves modular plans, usage tiers, and complex licensing. Buyers often need human help to get to decision.
Pricing Page to CPQ Conversion
When an enterprise buyer engages with pricing tools or clicks “custom plan,” Uptok detects intent and offers instant connection to a rep—avoiding the long demo scheduling loop.
Partner & Enterprise Package Support
During self-service quoting, buyers often encounter integration or usage complexity. Uptok routes them to a solutions engineer to guide the close.
Turning Emotional Purchases into High-Touch Experiences
Big-ticket purchases—from furniture to vehicles—benefit from real-time human support to reduce hesitation and increase confidence.
Custom Retail Configurations
As customers build high-value products online, Uptok detects serious spend intent and launches a video consult with a specialist to personalize the sale.
Premium Auto, RV, or Motorcycle Quote Guidance
When a customer builds a quote for a complex or emotional purchase (like EVs or bikes), Uptok connects them to a knowledgeable rep while they’re still deciding—boosting deposits and test drive rates.