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.

  1. 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:

  1. Locate the desired quote in the Quote Summary list and select it.
  2. To re-quote an existing/saved quote, do one of the following:
  1. 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.
  2. The Quote Information screen displays. Revise any information on this screen, if needed, and click OK to continue to the next screen.
  3. 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.
  4. 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.

  1. 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.
  2. 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:

  1. 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:

  1. You have the option to complete the CSIO application with Applied Rating Services by doing the following:
    1. Click the Auto App button on the options bar to launch the Supplementary Data screen.

    2. 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.

    3. 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.

  2. When finished with the quote, do one of the following: