Re-Quote an Existing Property Quote

Note: Any changes made while re-quoting an existing property quote will permanently change the quote. If you do not wish to alter the original quote, use Copy & Re-quote instead.

1. To re-quote a property 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
1. Click the dropdown menu to select other search criteria or click the Advanced button to add multiple search criteria.
2. Enter your search criteria in the Search field
3. Select the client in the Results list
   
• Click the Locate option in the Client menu on the menubar to access a client.
1. Click Client > Locate on the menubar.
2. Click the dropdown arrow to select other search criteria; click the plus sign to add additional search criteria if needed.
3. Enter your search criteria in the Search field.
4. Click the Locate button.
5. In the Results list, select the client and click OK.

2. Select the desired quote in the Quote Summary list.
3. To re-quote an existing/saved quote, do one of the following:

• Right click 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.

4. The Quote Information screen displays. Revise any information on this screen, if needed, and click OK to continue to the next screen.
5. The Additional Customer information screen displays only if the insurance carriers that your agency are licensed for use a credit score to help assess risk and determine a premium.
6. The Property Underwriting screen displays. Revise or complete the information on the Insured, General and/or Additional tabs.
   
   To add an additional dwelling to the quote, click the Add button and select Homeowners, Condominiums, Tenants, Seasonal, Rented Dwelling, Rented Condo, or Secondary Homeowners from the dropdown menu.
   
   If you are adding a new Primary dwelling type to the quote, you are prompted to convert the current Primary dwelling into an available secondary type and confirm the new Primary dwelling and the dwelling conversion.
   
   Note: The options in the dropdown menu display only if the carriers you are licensed for in the selected province support that type of Additional Dwelling.
   
   The maximum number of dwellings on a quote is six (one primary, and five secondary dwellings of any combination) and multiple secondary dwellings of the same type can be added on the quote. Enter information for the secondary dwellings in the same way you would for the primary dwelling.
   
   You can easily switch between dwellings by selecting the dwelling in the Locations list. The information for the selected dwelling displays in the General and Additional tabs.
   
   To delete a dwelling from the quote, select the dwelling in the Locations list, click the Delete button and click Yes on the pop-up message to delete the selected dwelling.
   
   Note: You cannot delete the primary dwelling-only secondary dwellings may be deleted.
7. Click Quote on the options bar or Quote > Process Quote on the menubar to proceed with the quote.
   
   Note: 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.
8. 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 Carrier column displays the company’s name.
• The Form column displays the company form used for this quote.
• The Total column displays the total premium for this quote.
• The Monthly column displays the monthly premium for this quote.

9. 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:

• Modify Limits & Deductibles

  1. In the Breakdown section of the Carrier detail screen, click the Limit or Deductible dropdown and select the desired new Limit or Deductible from the dropdown menu.
     
     Note: The Please Recalculate icon will display next to items that are affected by the change.
  • Click the Recalculate button to reprocess the quote.
    
    Note: Hover over the Recalculate button to display what underwriting information was changed.
  • Click the Undo Recent button at the top of the screen to revert any changes since the last recalculation
    
    Note: Hover over the Undo Recent button to show what underwriting information was changed since the last recalculation
  • Click the Revert button to return to the original underwriting information.
    
    Note: Hover over the dropdown(s) where the information was changed to display the original amount and the recalculated amount.

• Add Optional Coverages

  1. In the Breakdown section, hover over the Add New Coverage line item to display the add icon. Click the Add New Coverage wording to display a dropdown with a list of available coverages that can be added for the line of business.
  2. Select the coverage from the list to be added to the quote.
  3. Select the Limit or Deductible for the coverage you added to the quote.
  4. Click the Recalculate button to reprocess the quote.
     
     Note: Hover over the Recalculate button to display what underwriting information was changed.
  • Click the Undo Recent button at the top of the screen to revert any changes since the last recalculation
    
    Note: Hover over the Undo Recent button to show what underwriting information was changed since the last recalculation
  • Click the Revert button to return to the original underwriting information.
    
    Note: Hover over the dropdown(s) where the information was changed to display the original amount and the recalculated amount.

• Remove Optional Coverages

  1. In the Breakdown section, hover over the coverage to display the Remove button . Click the icon to remove the coverage from the quote.
  2. Click the Recalculate button to reprocess the quote.
     
     Note: Hover over the Recalculate button to display what underwriting information was changed.
  • Click the Undo Recent button at the top of the screen to revert any changes since the last recalculation
    
    Note: Hover over the Undo Recent button to show what underwriting information was changed since the last recalculation
  • Click the Revert button to return to the original underwriting information.
    
    Note: Hover over the dropdown(s) where the information was changed to display the original amount and the recalculated amount.

10. You have the option to complete the CSIO application with Applied Rating Services.
1. Click the Hab App button on the options bar to launch the Supplementary Data screen.
2. Click on each section of the CSIO application to fill out the information and questions that are presented on the screens for the application.
3. Click Print if you have completed the CSIO application and are ready to print the CSIO application.
   
   Click Save & Exit if you did not fill out all the required information and wish to save the changes you made to the application.
   
   Click Cancel to close the screen and lose your changes.
11. When finished with the quote do one of the following:

• Click Save on the options bar or File > Save on the menubar 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.