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 Request Quote.
    2. Continue Processing
  2. Select the carrier >> Select the carrier’s email address in the Recipient field >> Click Save >> Click Continue.
    3. carrier
  3. Click Continue to send the application to the carrier.
    4. Continue
  1. Once the carrier sends the quote, go back into Expert Insured >> Click on the Quoting workflow >> Search for the Insured >> Open the submission.
    2. carrier sends the quote
  2. Click on the Continue Processing icon next to the applicable quote request.
    3. Continue Processing icon
  3. Attach the carrier quote in the system.
    1. Click on the [document] plus sign icon.
      2. Continue Processing icon
    2. Click Browse >> Select the quote document >> Once it is attached, click Continue.
      3. Browse
    3. For the Type, select Carrier Quote >> Click Continue.
      4. select Carrier Quote
  4. Once the quote is attached, click Enter Policy Costs.
    5. Policy Costs
  5. Enter the Policy Costs.
    1. Enter the Pure Premium amount listed on the quote.
    2. If applicable, enter the TRIA premium, and mark TRIA as Included/Excluded.
      3. TRIA premium
    3. Enter the Taxes/Fees listed on the Quote. If needed, click on the plus sign icon to add any additional fees.
      4. Taxes/Fees
    4. Enter the Commission Percentages >> Enter the Min Earned Premium percent.
      5. Commission
    5. Select the Bill Type >> If applicable, select the Finance Company >> Click Continue Processing.
      6. Bill Type
  6. Send the quote to the agent.
    1. Click on the ‘To’ link >> Select the agent’s email address.
      2. link
    2. Click Send Now.
      3. Send Now
  7. If needed, you can create/send another quote >> Once finished quoting, click Rating Completed.
    8. create/send another quote

Note: If multiple quotes are created, once a request to bind comes back on one of them, all other quotes must be declined in EI to proceed with binding.

Note