Re-Quote an Existing Auto Quote
Any changes made while re-quoting an existing auto quote will permanently
change it and could remove your modifications if they exist. If you do
not wish to alter the original quote and want to remove quote modifications,
use Copy &
Re-quote instead.
- To re-quote an auto quote, begin by locating a client from Desktop
Navigation in Applied Rating Services.
To locate an existing client, complete one
of the following workflows:
- Click the Locate
button on the options bar to access a client, then
- Click the dropdown menu to select other search criteria
or click the Advanced
button to add multiple search criteria.
- Enter your search criteria in the Search
field
- Select the client
in the Results
list
- Click the Locate
option in the Client
menu on the menubar to access a client.
- Click Client
> Locate on the menubar.
- Click the dropdown
arrow to select other search criteria; click the
plus
sign to add additional search criteria if needed.
- Enter your search criteria in the Search
field.
- Click the Locate
button.
- In the Results
list, select the client
and click OK.
- Locate the desired quote
in the Quote Summary list
and select it.
- To re-quote an existing/saved quote, do one of the following:
- Right click the appropriate
quote and select Re-Quote
from the dropdown menu.
- Click Quote
> Re-Quote on the menubar.
- Click the Edit/View
button in the Quote Summary
side menu and select
Re-Quote.
- Double click the Quote
in the Quote Summary
list.
- If modifications exist on the quote, a warning message displays
stating that making changes to the quote could cause the modifications
to be removed. Click OK
to continue with the re-quote, or click Cancel
to cancel the re-quote.
- The Quote Information
screen displays. Revise any information on this screen, if needed,
and click OK
to continue to the next screen.
- The Additional Customer information
screen displays only if the insurance carriers that your brokerage
is licensed for use a credit score to help assess risk and determine
a premium.
- The
Auto Underwriting screen
displays. Revise or complete the information on the Vehicles,
Drivers, and Assignment
tabs.
To revise your auto quote, do the following:
Note: No more
than ten vehicles and twelve drivers can be added to a quote.
- Click Quote
on the options bar or Quote
> Process Quote on the menubar to proceed with the quote.
If there is information that is required to proceed with the quote
that is missing, the Validation
tab will display with the information that needs to be filled out
to proceed with the quote. Missing information that may affect the
rating if left blank displays on the Validation
tab.
- The Premium Summary screen
displays with the Summary section showing all company quotes.
The following information displays in the
columns on the Premium Summary
screen:
- The
column displays icons that link
to a PDF file. For example, this may be used to promote a feature
or discount.
- The
column displays icons that link
to a URL, such as a website for promotion details.
- The
column displays icons that represent
the type of quote risk with that carrier.
- The Company column
displays the company’s name.
- The 12 Months column
displays the total premium amount.
- Click on the company name
on the Premium Summary screen
or in the list of companies that displays on the left side of the
screen to see the quote details for that company.
The Carrier Detail screen
for the selected company displays the details of the quote.
Note: If
there are Policy and/or Risk related messages that pertain to this
quote for the selected company, a Message
section displays below the Rates
section. It is important to review them since they contain important
information regarding the quote. For example, a risk may not qualify
even though a quote was generated with the company; the messages displayed
here will tell you whether or not they qualify.
Completed quotes can be modified in the following
ways:
- You have the option to complete the CSIO application with Applied
Rating Services by doing the following:
Click the Auto App
button on the options bar to launch the Supplementary
Data screen.
On the CSIO tab, click on each section
of the CSIO application to fill out the necessary information.
On the Modify Quote tab,
click on a vehicle
listed in the treeview list to display its quoted details. Modify
the vehicles quoted details as necessary.
For more detailed information and workflows, see the CSIO
Application article.
Click Print when
you are ready to print the completed CSIO application.
Click Save
& Exit to save the changes you made on the CSIO
and/or Modify Quote tabs.
Click Cancel
to close the screen—your changes will be lost.
- When finished with the quote, do one of the following:
- Click Save
on the options bar or File
> Save on the Menu bar to save the quote then click
File >
Exit to exit the screen and leave the quote in Applied
Rating Services.
- Click Integration
> Company Integration to upload the quote to the selected
insurance company
Note: This
option is available only to licensed and supported carriers.
- Click Integration
> Save and Export to Broker Management System to send
the quote information to your broker management system.
Note: If
your Broker Management system is either Applied TAM or Applied
Epic, the option will display as Save
and Export to Applied TAM or Save
and Export to Applied Epic.