Create a new auto quote

Step1: From the Home or Customers tab, create your customer by entering the last name and zip code.  If no customer is found, you will receive a pop up asking if you would like to add this customer.  You will be taken to the Customer Center, where you will add your customer’s information.

 

Step 2: Selecting Get an Auto Quote will create a new customer and take you directly in to the Auto Quote, where you will need to input the Form type, Payment type, Policy term and Policy effective date.

Step 3: From the Vehicles tab you will enter the vehicle by either Year/Make/Model or by Vehicle Identification Number (VIN).

Step 4: From the Drivers tab, enter the Education level, Vehicle driven, State licensed, and Principal driver.

Step 5: At the Incidents tab, you will enter ‘yes’ or ‘no’ if the client has any incidents.

If the client has any incidents, this screen will pop up.  You will fill the details out here.  You can add or delete incidents from the bottom of the screen.

Step 6: From the Underwriting tab, you will enter Current Insurance, and all Company specific information.