Quotes

In the Quotes area, you can instantly quote or remarket Homeowners, Personal Auto, Worker’s Compensation, and Business Owners policies, reusing existing client information in your system to pre-fill fields for a seamless and efficient workflow.

On personal lines quotes, you can only add contracted policies for Insured clients. If you are quoting a policy for a Prospect, however, you may change the client type before beginning the quote, or change it when you are prompted do so on the Accept Quote screen.

The following articles document the steps of the quoting workflow for new and remarketed policies:

You can access a client’s quotes by adding a new client, accessing an existing client, remarketing a policy in Renewals Manager, or performing the Remarket action in the Policies area.

• Add a Client
  1. Click Locate on the options bar.
  2. Select Client in the Locate account dropdown menu of the Account Locate screen.
  3. Do one of the following:
  • Click the Add button beside the list.
  • Click New on the options bar and select Client.
  • Click File > New > Client on the menubar.
  • With focus on the list, press [Insert] on your keyboard.
  • Press [Ctrl]+N.
  4. Follow the instructions in Add a Client to enter the client’s information and then click the Quotes button to navigate to the client’s Quotes list.
• Locate an Existing Client
  1. Click Locate on the options bar.
  2. Select Client in the Locate account dropdown menu of the Account Locate screen.
  3. Select the Insureds and Active checkboxes if they do not default.
  4. Enter the first few letters of the name, lookup code, phone number, etc. (depending on your Locate by selection) and press [Enter] or click Locate.
  5. Highlight the client in the Results list.
  6. To access the client’s quotes, click Quotes on the navigation panel or Areas > Quotes on the menubar.
• Remarket a Policy (from Renewals Manager)
  1. Do one of the following:

  • Click Renewals Manager on the navigation panel on the Home screen.
  • Select Renewals Manager on the Home dropdown menu on the options menu.
  • Click Home > Renewals Manager on the menubar.

  2. Follow the instructions in Renewals Manager to locate the policy to remarket, then click the Remarket button to navigate to the client’s Quotes list and begin the remarketing workflow.
• Remarket a Policy (from Policies)
  1. From a client’s account, access the Policies list by clicking Policies on the navigation panel or Areas > Policies on the menubar.
  2. Select the policy you want to remarket.
  3. Click Actions > Remarket on the options bar or menubar. The client’s Quotes list opens where you can begin the remarketing workflow.

When you navigate to Quotes, the Personal Lines area defaults for Individual accounts, but you can choose a different quote type if necessary. For example, you may need to select a specific Quotes area if the client’s account was initially set up as a combined Business and Individual account or if the account Format originally selected for the client does not match existing policies on the client’s account (for example, if a Business client has personal lines policies).

Click Quotes on the navigation panel or Areas > Quotes on the menubar. Select Personal Lines from the submenu.