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Insurance
Watercraft Quote from Policyholder Site

Watercraft Quote from Policyholder Site

Policyholders can follow a guided flow to quick create quotes for marine 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 Watercrafts.
    Illustrates the option to start a quote for marine insurance on the policyholder site Home page.
  2. Click Get Quote.
  3. Add details of the vessel you want to insure and click Next.
    Tip
    Tip

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

  4. Enter details of the operator to be insured along with their boating experience and click Next.
  5. You see a quote for your vessel. To modify coverages, click Customize coverage details.

    When you're done, click Next.

    That's it! Your quote is created and you get a confirmation. To see the summary of quote details, click View Quote. You can see the created quote on your Home page as well.
 
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