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Create a Commercial Auto Quote Using OmniScript

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.

  1. From an Account page, click Commercial Auto Quote.
    Note
    Note The Commercial Auto Quote is available only if the record type of the account is a Business Record.
  2. In the Add Location window, click New.
  3. Enter the location details in the respective fields and then click Save.

    To add more locations, click New and repeat the previous step.

  4. Click Next.
  5. In the Add Your Vehicles window, click New.
  6. Enter the vehicle details and then click Save.

    To add vehicles to more locations, click New and repeat the previous step.

  7. Click Next.
  8. View the details of the locations, vehicles associated with each location, and the total premium for each location.
  9. View the premium and update coverages for each vehicle associated with a location, and then click Next.
  10. 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.

  11. Click View Quote.

    The Quote page is displayed.

 
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