The easiest way to send a quote using the Internet of Insurance is to simply reply to a submission email. Your reply will be automatically captured in the group chat.
If you prefer to log in to the system to work your submissions, follow the steps below to submit a quote using our platform:
1. View the Submission
From the submissions page, select the customer name from the list and you’ll be taken directly to the submission details - there you can view the submission, download documents and engage in a group chat with the agent.
2. Open the quote submission form
Under the "Requested Coverages" section of the submission page, select the "Quote Submission" button to expose the quote submission form. (Select the "Quote by Email" tab to send an email quote.)
3. Complete the quote submission form
Premium amounts are required to send a quote through the Internet of Insurance. While marketing notes, additional coverages, and subject to language are not required, adding this information will provide for a more complete quote.
4. Creating a coverage package
To create a coverage package, select the "Create Package" link. Enter premium amounts and use the toggle to designate if the coverage is optional. Multiple lines of coverage can be added to a package by selecting the "Add/quote another line of business" link under the package section.
5. Submit the quote
When your quote is ready to be sent to the agent, select the green "Submit quote" button. After reviewing your quote, the agency will have the option to bind or decline. In the meantime, you can continue to chat, send additional documents, or update your quote.