Creating Quotes

Creating quotes involves entering policy terms and rates directly into ExpertInsured.

Steps to Create a Quote:

  1. Go to the Quoting Work Queue.
Quoting Work Queue
  1. Select the relevant submission.
  2. Click Create Quote.
Create Quote
  1. Enter policy details:
    • Coverage terms
    • Premiums
    • Deductibles and limits
  1. Use the Enter Quote Data tool to generate the ExpertInsured template.
Enter Quote Data
  1. Attach supporting worksheets or forms.
  2. Verify all data and mark the status as Quotes Sent.