How to Create a Quote

FROM THE HOME PAGE

1. Locate the main menu; it’s aligned horizontally at the top of the web page. Click on “QUOTE”
2. Click on desired quote type (Homeowners, Dwelling, …)
3. Click on “NEW QUOTE”

FROM ANY OTHER PAGE

1. Locate the main menu; it’s aligned horizontally at the top of the web page. Click on the home symbol ( )
2. Click on “QUOTE”
3. Click on desired quote type (Homeowners, Dwelling, …)
4. Click on “NEW QUOTE”

 How to Create a Policy

FROM THE HOME PAGE

1. Locate the main menu; it’s aligned horizontally at the top of the web page. Click on “POLICY”
2. Click on desired policy type (Homeowners, Dwelling, …)
3. Click on “NEW”

FROM ANY OTHER PAGE

1. Locate the main navigation bar; it’s aligned horizontally at the top of the web page. Click on "HOME"
2. Click on “QUOTE”
3. Click on desired quote type (Homeowners, Dwelling, …)
4. Click on “NEW”

CHANGE A QUOTE INTO A POLICY

1. Locate the main navigation bar; it’s aligned horizontally at the top of the web page. Click on "HOME"
2. Click on “QUOTE”
3. Click on desired quote type (Homeowners, Dwelling, …)
4. Click on the quote of your choice
5. The Summary page for the quote will appear. Below the coverages there is a button labled "ISSUE POLICY". Click button to create the policy.

^TOP

 How to Make Changes to a Quote/Policy

FROM THE HOME PAGE

1. Located on the main menu
2. Select Quote/Policy
3. Select the Product of your choice. (ex: Homeowners) 
4. Click on Quote/Policy that you desire
5. Read the Underwriting Guidelines
6. Select “AGREE” and click “CONTINUE”
7. Step 1 of the Transaction Information; choose “CHANGE” in the drop-down menu.
8. Input "Transaction Effective Date" (date has to be between the current policy effetive date and policy expiration date)
9. Finish the form
10. Select "CONTINUE"

^TOP

 How to Find or Search for a Quote/Policy

FROM THE HOME PAGE

1. Locate on the main menu
2. Located the main menu
3. Select Quote/Policy
4. Select the product of your choice. (ex: Homeowners)
5. Input the reference number, name, or address of your Quote/Policy and select "SEARCH".
6. Search results will appear on the right.

^TOP

 How to Cancel a Quote/Policy

FROM AN EXSITING QUOTE/POLICY

1. Located the main menu
2. Select Quote/Policy
3. Select the prduct of your choice. (ex: Homeowners)
4. Find the reference number, name, or address of your Quote/Policy and select.
5. Locate the "TRANSACTION INFO" panel on your left.
6. Select a transaction type from dropdown menu. (ex: New/Renewal)
7. Enter "Transaction Effective Date". (the date has to be between the Policy Effective Dast and Policy Expiration Date)
8. Finish form.
9. Select the "CONTINUE" button
10. A message will display telling you that the Ouote/Policy was successfully canceled.

^TOP

 How to Set Policy to Non-Renewal

FROM THE HOME PAGE

1. Located on the main menu
2. Select Policy
3. Select the Product of your choice. (ex: Homeowners) 
4. Click on Policy that you desire
5. Locate your quote/policy
6. Select "Renewal STATUS"
7. In the Status dropdown menu select "NON-RENEWAL"
8. Input Suspense Date (*Date has to be an infinite date. ex: 01-01-9999)
9. Complete form
10. Click the "INSERT" button
11. Select the product name (ex: HOMEOWNERS) located on the main navigation
12. Select "SUBMIT" located on the left navigation.
13. Click the "SUBMIT" button located on the bottom of the form.

^TOP

 How to Change a Mortgagee for a Quote/Policy

FROM THE HOME PAGE

1. Located on the main menu
2. Select Quote/Policy
3. Select the Product of your choice. (ex: Homeowners) 
4. Click on Quote/Policy that you desire
5. Locate your quote/policy
6. Select "TRANSACTION INFO" located on the left navigation.
7. Step 1 of the Transaction Information; choose “NEW/RENEWAL” in the drop-down menu.
8. Input "Transaction Effective Date" (*date has to be between the current policy effective date and policy expiration date)
9. Input the information for the "CHANGE TYPE & DESCRIPTION"
10. Select "CONTINUE" located at the bottom of the form
11. Select "MORTGAGEE" located on the top main navigation.
12. Select the desired mortgagee that you would like to change.
13. Select the "INFO" panel located on the left navigation
14. Click the "DELETE" button
15. The message "Successfully Deleted Mortgagee" will appear above the information box.
16. Click the "BROWSE" button
17. The mortgagee that you deleted will appear in the browse box as "DELETED"
18. Click the "NEW" button to create a new mortgagee
19. After you have completed your mortgagee Select the product name (ex: HOMEOWNERS)
20. Select the "SUBMIT" panel located on the left navigation
21. Click the "SUBMIT" button located on the bottom of the form.
22. Your changes to the Quote/Policy is complete

^TOP

 How to Change a Term of a Policy

FROM THE HOME PAGE
1. Located on the main menu
2. Select Policy
3. Select the Product of your choice. (ex: Homeowners) 
4. Click on Policy that you desire 
5. Select the "TRANSACTION INFO" panel located on the left navigation.
6. Specify Transaction Type. Select "Endorsement"
7. Specify Transaction Date. Input policy effective date. ( the Policy Expiration date will automatically set) 
8. For the Change Type & Description under "Avalible Selections" select "Endorsments"
9. Click the arrow that points right (->) to place selection in the "Current Selections" box.
10. Under the "Description of Changes" specify reason for change (ex: Change of policy term)
11. Click "CONTINUE"
12. To finalize select the "Submit" panel located on the left navigation.
13. Click "SUBMIT"

^TOP

 Checking the Status of a Policy

FROM THE HOME PAGE
1. Located on the main menu
2. Select Policy
3. Select the Product of your choice. (ex: Homeowners) 
4. Click on Policy that you desire 
5. Select the "TRANSACTION INFO" panel located on the left navigation.
6. View the "Transaction Type" & "Change Type and Description" for the status