Quoting Process

Creating the Quote

• How Do I Create a Quote?
• How to Use eSign for Policy Signing
• Entering Home Insurance Status
• Should I Review the Property Details?
• How Do I Print a Copy of the Quote?
• Why Does My Quote Say “Does Not Qualify?”

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Policy Types

• What is the Difference Between an HO-3 and an HO-5?

Discounts

• Windstorm Mitigation, Protective Device, and Construction Discounts
• Burglar and Fire Alarm Discount Policy
• Advance Quote Discount
• What Is Auto in Agency?

Binding the Policy

• How to Upload Documents to the Openly Portal
• How to Download or Upload an Application in the Agent Portal
• What Is an FCRA (Fair Credit Reporting Act) Letter?
• Requesting to Bind