Affinity Partnerships User Guide

When Optimal Blue is configured for the Affinity Partnerships auto-quote integration, lead information is sent from one of the companies in the Affinity Partnerships to Optimal Blue. Optimal Blue runs the search and sends the result directly back to the Affinity Partnerships to display to the consumer. Once you complete the necessary steps to enable the Auto-Quote feature, your Client Advisor will schedule a meeting to discuss the steps required to configure your system.  Review this document prior to your meeting, and be familiar with your company’s requirements, such as whether the fees and margins for Affinity Partnerships are different than other business channels, whether you want to quote a 1-point rate, and how many rates that you want to return.

Auto-Quote – Affinity Partnerships User Guide

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