Overview
Purchase links are direct URLs that allow customers to review and purchase their Sola policy online. They’re one of the most convenient ways to share quotes with customers.
What is a Purchase Link?
A purchase link is a unique URL generated for each quote that enables customers to:
Review their quote details online
Complete the purchase process directly
Access their quote from any device
💡Purchase links are perfect for follow-ups. Send the link via text after your initial conversation, making it easy for customers to complete their purchase when convenient.
Copying The Quote Purchase Link
1 | Navigate to Send Quote After completing your quote, click the “Send Quote” button on the pricing page. |
2 | Select Purchase Link In the side pop-up, click the “Purchase Link” option to copy the unique link for that quote. |
3 | Copy and Share Copy the generated link and share it with your customer via text, email, or your preferred communication method. |
Best Practices
When to Use Purchase Links:
For customers who prefer digital experiences
When sending follow-up reminders
For busy customers who want to purchase on their own time
💡 Include a brief message when sending the purchase link, such as “Here’s your personalized Sola quote. Review and let me know if you have any questions.” This personal touch can increase conversion rates.
Security and Privacy
Purchase links contain sensitive property information and should be:
Sent only to the intended customer
Kept confidential
Not shared publicly or on social media
⚠️ Purchase links should be treated as confidential documents containing personal information. Only share with the intended customer.