Bamboo Quoting Navigation Guide

1. To begin the quoting process, upon logging into Bamboo, click on New Quote on the top-right of the Home Page.
   
2. Proceed to select the Effective Date from the drop-down calendar. 
   
3. Next, select Insured Type and enter the customer’s first and last name. 
4. Proceed to enter the customer’s email address.
5. Also, enter an additional Named Insured if applicable. 
   
6. Proceed to enter the Risk Address. As you begin typing the address, if a matching address is found via USPS, it will populate, select the address to fill in the city, state, county and zip code.
7. Click Edit Address Manually if any edits need to be made. 
8. Indicate if the mailing and insured location are the same.
9. Click Continue to Setup Eligible Products. 
   
10. This will bring you to the Setup screen. 
11. Confirm the Policy Effective Date.
12. Select the Policy Type- Should be Homeowners Admitted. 
    
13. Proceed to answer the Underwriting Questions.
14. Click Continue Quoting. 
    
15. Then move on to the Contacts page. 
16. The Named Insured’s information should populate from the prior screen.
17. From this screen, you can Also Add another Named Insured.
    
18. To add an additional interest, click the Add an Additional Interest button.
19. Then click Continue Quoting. 
    
20. Next, this will bring you to the Risks section. It will provide property details. 
    
21. If the Insured discloses any losses, click Add Insured Disclosure and add the reported losses.
22. Also, any Vendor Reported Losses are reported, these will appear as well. 
    
23. This will bring you to the RCE via 360 Value. 
24. Proceed to enter (or verify if pre-populated) the information pertaining to the home.
    
25. Confirm the quality grades of the home, exterior, interior, countertops and cupboards.
    
    
26. Then click Continue to proceed.
    
27. Continue to enter the home features, then click Calculate Now. 
    
28. The Estimated Replacement Cost will then be calculated.
29. Then click Finish.
    
30. There will be additional Rating Information that will need to be answered:
    1. Does the dwelling have a pool, hot tub or similar structure?
    2. Is the insured property in the name of a Trust or LLC?
    3. Was the dwelling purchased at, from or through foreclosure, bank or trustee sale?
    4. Is the insured dwelling your only primary residence?
    5. Has the plumbing been replaced?
    
    
31. Next, the coverages A to D will be listed, they will be based on the Replacement Cost.
32. These can be edited by typing in a new amount, minimum and maximum limits will be listed under each coverage. 
    
33. Proceed to select a Deductible.
34. From here, a Building Ordinance or Law Coverage percentage can be selected as well. 
35. Indicate if the customer would like the Premier Package. 
    
    Proceed to select the limits for Coverages E and F.
    
36. Next, available Additional Coverages will be listed, click on the checkbox next to each coverage to select it. 
    
37. Proceed to add any Scheduled Personal Property, if applicable.
38. Any discounts will be listed here as well. 
39. Then proceed to click Calculate Rate.
    
40. The Annual Total will then be calculated. From this screen you can:
    1. View Quote Summary
    2. Email Quote Summary
    3. Turn Quote into Application
41. To save a copy of the quote to send to the customer, click View Quote Summary.
    
42. This will populate a new window with the PDF of the quote to save and send to the customer. 
    
43. To proceed to bind the policy, click Turn Quote into Application.
    
44. Proceed to add the payment information.
45. Click Add a Mortgage/ Escrow to add payee. 
    
    
46. Review all details one last time on the application. 
47. Click the Go Paperless checkbox for all documents to be received electronically.
48. Click Sign and Submit.
    1. NOTE: Signed application must be received for policy to become active.