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Insurance
Property Quote from Policyholder Site

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Property Quote from Policyholder Site

Policyholders can follow a guided flow to quickly create quotes for property insurance.

All our screenshots are currently in Lightning style. Your spin may look different because it's using the Newport style in the Broker Portal and Customer Portal.

  1. From the policyholder site, click Homeowners/Renters.
    Illustrates the option to start a property quote from the policyholders site.
  2. Click Next.
  3. Enter details of the home you want to insure and click Next.
    Tip
    Tip

    To navigate through this flow quickly using seed data, click autoFill at the bottom of the form.

    Illustrates the form to enter the details of the property to be insured.
  4. Enter a few more home details and click New.
    Illustrates the form to enter more home details.
  5. Enter information and the value of the contents of your home and click Next.
    Illustrates the screen to enter details of the contents of the home.
  6. Modify any coverages and click New.
    Illustrates the screen to modify coverages.
  7. Verify or change your contact details and click Next.
    Illustrates the Contact Details page.
  8. You can download the quote proposal in either Word or PDF format. When you're done, click Next.
    You receive a confirmation.
  9. Click Done.
    Illustrates the quote confirmation.

    You can see the created quote on your Home page as well.

    Illustrates the newly created quote on the policyholder's Home page.
 
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