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Create a Commercial Auto Quote Using OmniScript
Add details to create a quote for a Commercial Auto Policy with multiple vehicles associated with multiple locations.
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From an Account page, click Commercial Auto Quote.
Note The Commercial Auto Quote is available only if the record type of the account is a Business Record. - In the Add Location window, click New.
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Enter the location details in the respective fields and then click Save.
To add more locations, click New and repeat the previous step.
- Click Next.
- In the Add Your Vehicles window, click New.
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Enter the vehicle details and then click Save.
To add vehicles to more locations, click New and repeat the previous step.
- Click Next.
- View the details of the locations, vehicles associated with each location, and the total premium for each location.
- View the premium and update coverages for each vehicle associated with a location, and then click Next.
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Review the location, vehicle, and premium details for one last time, and then click Next.
A confirmation window with quote details and a View Quote button appears.
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Click View Quote.
The Quote page is displayed.
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