quote-to-bound

Portuguese translation: (taxa de conversão de) cotações em contratações / leads em clientes

06:34 Mar 29, 2020
English to Portuguese translations [PRO]
Human Resources
English term or phrase: quote-to-bound
Olá,

Gostaria de ver sugestões de tradução para o termo "quote-to-bound" no seguinte contexto:

"Either scenario is fine, so long as you specify submit-to-quote and quote-to-bound ratios to substantiate your views."

Obrigado
Ricardo Cidra
United Kingdom
Local time: 11:30
Portuguese translation:(taxa de conversão de) cotações em contratações / leads em clientes
Explanation:
Pelo que entendo de quote to bind ratio ( ex: https://www.agencynation.com/5-inbound-marketing-metrics-ins... ), parece ser no sentido da proporção entre as pessoas que acessam o serviço e aquelas que pedem uma cotação (submit-to-quote) e entre aquelas que pedem uma cotação e acabam por contratar (quote-to bind)
Selected response from:

Luis Fernando Arbex
Portugal
Local time: 11:30
Grading comment
4 KudoZ points were awarded for this answer



Summary of answers provided
4vigência da cobertura do seguro
MARCOS BAZILIO
2 +1(rácios de conversão de) oferta/proposta/cotação a encomenda firme/vinculativa
Ana Vozone
3coeficiente ou razão entre valor orçado e valor contratado
Mario Freitas
3(taxa de conversão de) cotações em contratações / leads em clientes
Luis Fernando Arbex


Discussion entries: 1





  

Answers


3 hrs   confidence: Answerer confidence 2/5Answerer confidence 2/5 peer agreement (net): +1
(rácios de conversão de) oferta/proposta/cotação a encomenda firme/vinculativa


Explanation:
Pelo que vi, a expressão ainda tem poucas ocorrências em inglês, mas acredito que seja este o sentido, ou seja, a percentagem ou rácio/medida em que uma proposta/cotação/orçamento apresentado passa a encomenda firme.

Quote to bound ratio has increased to over 50% and the turnaround time on submissions is under 48 hours.
The AgentCenter is designed to accelerate their time from quote to bound policies.

http://iireporter.com/mercury-insurance-launches-agentcenter...


Ana Vozone
Local time: 11:30
Works in field
Native speaker of: Native in PortuguesePortuguese
PRO pts in category: 175

Peer comments on this answer (and responses from the answerer)
agree  Maria Teresa Borges de Almeida
1 hr
  -> Obrigada, Teresa!
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7 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5
vigência da cobertura do seguro


Explanation:
Caro Ricardo, o quote- to- bound é quando de fato seu bem está coberto pelo seguro e submit-t-quote é quando você contrata, mas ainda será analizada.


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Note added at 7 hrs (2020-03-29 13:48:32 GMT)
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What Does It Mean to Bind an Insurance Policy?


If you meet with your Independent Insurance Agent to obtain an insurance policy, your agent may mention that your policy has been “bound”. What exactly does that mean? When your agent binds a policy, it means that he or she, as a representative of the insurance company, confirms that coverage is in place.

Your insurance coverage can be bound one of two ways: coverage can be bound through the insurance company issuing the policy or by the verbal or written commitment (called a “binder”) of an authorized representative of the company, such as an agent. A verbal or written binder is generally used to address the time period between the effective date of coverage and when the policy or endorsement is issued by the insurance company.

Agents have authority to bind coverage within certain limits. It is important to note that receiving a quote from your Independent Insurance Agent does not ensure coverage or bind a policy.

https://www.wnins.com/resources/personal/features/binding.sh...

MARCOS BAZILIO
Brazil
Local time: 07:30
Works in field
Native speaker of: Portuguese
PRO pts in category: 16
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7 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
coeficiente ou razão entre valor orçado e valor contratado


Explanation:
Sugestão

Mario Freitas
Brazil
Local time: 07:30
Works in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 375
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11 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
(taxa de conversão de) cotações em contratações / leads em clientes


Explanation:
Pelo que entendo de quote to bind ratio ( ex: https://www.agencynation.com/5-inbound-marketing-metrics-ins... ), parece ser no sentido da proporção entre as pessoas que acessam o serviço e aquelas que pedem uma cotação (submit-to-quote) e entre aquelas que pedem uma cotação e acabam por contratar (quote-to bind)

Luis Fernando Arbex
Portugal
Local time: 11:30
Native speaker of: Portuguese
PRO pts in category: 4
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