Quoting

  1. Open in the submission.
    1. Go to Find >> Select Insured.
      2. Find
    2. Search for the insured.
      3. Search
    3. Select the submission >> Click Continue.
      4. submission
  2. Click Continue Processing.
    3. Continue Processing
  1. Click Create Quote.
    2. Continue Processing
  2. Select the Wholesaler >> Select the Carrier >> Click Continue.
    3. carrier
  3. Confirm the Insured’s Information on the Policy tab (name, address, etc.).
    4. Continue
  4. Go to the Locs tab >> Click on the plus sign icon to add the Location Address.
    5. Continue
  5. Click on the copy icon to auto-fill the physical address or manually enter the information.
    6. Continue
    1. Enter the Additional Information (Year Built, Stories, Occupancy) >> If any land/building is Vacant, enter that information on the Vacant Land/BLDG tab >> If there are multiple locations, click Save & Add Another >> Once all are entered, click Save.
      2. Continue
  6. Go to the LOB tab.
    7. Continue
    1. For General Liability:
      1. Enter the Deductibles and Limits listed on the Acord application.
        2. Continue
      2. Fill in the Class Information.
        1. Select the Location >> Select the Class.
          2. Location
          1. Click on the magnifying glass icon next to the Class field >> Search for the requested class >> Click Update.
            2. magnifying glass
        2. Enter the Exposure >> Enter the Rate >> The premium will be calculated >> Click Save.
          3. Exposure
      3. Add any Additional Coverages.
        1. Go to the Additional Coverages tab >> Click on the plus sign icon.
          2. Exposure
        2. Select the Coverage Type >> Select the requested additional coverage >> Enter the Premium amount >> Click Save.
          3. Exposure
      4. Add any Additional Insureds.
        1. Go to the Additional Insureds tab >> Click on the plus sign icon.
          2. Additional Insureds
        2. Select the Interest Type >> Enter the AI’s Name and Address.
          3. Interest Type
        3. If applicable:
          1. Select a specific Location.
          2. Enter the Loan Number.
          3. Include a WOS (Waiver of Subrogation).
          4. Enter the Premium Amount.
        4. Click Add.
          5. Add
      5. Click Finished.
        6. Finished
  7. On the Policy Costs page, select the Billing Type >> If applicable, select the Finance Company.
    8. Finished
  8. Click Continue Processing.
    9. Continue Processing
  9. On the Policy Forms page, review the forms to confirm all are listed and add any optional forms needed >> Click Continue.
    10. Policy Forms
  10. Send the quote to the agent.
    1. To: Agency Contact
    2. If needed, send a copy to yourself or the UW.
    3. Body: Enter any wording needed.
    4. Click Send Now.
      5. Policy Forms
  11. If needed, you can update the quote.
    12. Update the Quote
  12. Once the quoting process has been completed and no further changes are needed, click Rating Completed.
    13. Rating Completed