Quote Creation Workflow

Here are the steps for entering a new quote.

  1. Log in.
  2. Click on the Quotes button
  3. Enter in the insured on the quote. If the insured has already been used on a previous quote you
    can type their name in the field and search for their record. If the insured is new to your site click
    the ‘New’ button next to the insured field to enter in their information. Please note that if you edit
    the information on an existing insured it will affect all of the quotes and accounts linked to the
    insured record, not just the information for this quote. (Please double check the Insured contact
    information as we will be mailing the insured a welcome letter along with the coupon book)
  4. Select ‘Commercial’ or ‘Personal’ for the account type.
  5. Select ‘New’ or ‘Renewal’ for the quote type.
  6. Click the ‘Add Policy’ button to add a policy to the quote.
  7. Select the Insurance Company for the policy. (This is a required field).
  8. Select the General Agent for the policy if there is one.
  9. Select the Broker for the policy if there is one. (Please note that you should not use the same
    company as both the General Agent and the broker on a single policy.)
  10. Enter in the Policy Number for the policy if you have it. This can also be done after the quote has
    been activated.
  11. Select the Coverage Type on the policy. (This is a required field)
  12. Enter in the Gross Premium (don’t include taxes, policy fees, broker fees..etc.etc) on the policy.
    (This is a required field)
  13. Enter in the Min Earned % on the policy. If this percentage is higher than the down payment
    percentage from the down payment rule set, the min earned percentage will used as the down
    payment percentage for the policy.
  14. Select the Term length for the policy.
  15. Enter in the Inception Date on the policy. When you do this the Expiration Date will automatically
    calculate and fill in for you. The Inception Date and the Expiration Date are required fields.
  16. Enter any fees or taxes in the appropriate fields.
  17. Select the Cancel Terms and check the appropriate boxes if the policy is Short Rate, Auditable,
    or PUC/Filings.
  18. Once you have entered in the entire policy information hit the Save Policy button.
  19. If there are additional policies on the quote repeat steps 6-19 to enter it in. When all of the
    policies have been entered hit the Terms button.
  20. The Terms page shows the quote figures based on rate table and down payment rules assigned
    to the agent. If any adjustments to the interest rate or down payment percentage need to be
    made they can be done on this screen. Once the terms are finished you can click the View
    Agreement button to pull up a completed finance agreement.
  21. Print the finance agreement and have it signed.
  22. Fax the signed finance agreement (all pages) along with the coversheet to the fax listed on the coversheet.
  23. You are DONE!.

Feel free to contact us if you have questions about our premium finance services, or if you would like to share your comments with us.

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