Grange Quoting Navigation Guide

1. Go to GainWeb Personal in the Grange Agent portal.
2. Select Add Quote.
3. Choose the homeowner product to quote.
   
4. Input the required information on the Insured Information page.
   1. NOTE: When entering the word “Trust” after the policyholder’s name, a message will appear. Remove the word “Trust” in the last name.
   2. The system has an option to select Residence Held in Trust. 
   3. Once you select Yes, additional fields appear for completion.
   
   
5. Input the required information on the Policy Information page.
   1. NOTE: Answer the mortgage question on this page. No additional information is needed except yes or no.
6. Check mark the multi-policy or supporting business that apply.
   
   
   
   
7. Add an insured by selecting the Add Insured button. Delete an insured by selecting the Delete Insured button.
   1. NOTE: Rating is by first name insured. Make sure to enter the insured who may have the best insurance score as once entered, names cannot be switched.
   
   
   
   
   
8. Review the Report Summary page. The higher the insurance score, the better.
   
9. Add any losses the Loss History did not populate by selecting the Add Loss button.
   1. NOTE: If marked yes, and should not apply, please add comments in the Underwriting Comments box.
   
   
10. Update the Dwelling Characteristics page.
    1. The blue-shaded fields are pre-filled. Once issued, the blue shading will disappear.
    
    
11. The Dwelling Characteristics page contains multiple fields to complete.
    1. Swimming pool and trampolines can be excluded with underwriting approval by selecting Yes in the General Personal Liability Exclusion option.
    2. Pets are listed on this page and can be excluded with underwriting approval as well. 
    
    
12. To update the Replacement Cost, click Modify Replacement and fill out the required 10 questions in the replacement cost calculator.
    Select Calculate.
13. Once calculated, a new replacement cost populates.
14. To access the long replacement cost estimator, click on the Homeowner Replacement Cost Estimator link. 
    
15. Select the Special Limit Policy option.
    Click on the link, Endorsement Form to view form content for the Special Policy Limit Option.
    To learn more about the Special Limit Policy options, click on the link Compare Special Limit Policy Options Side-by-Side.
    
16. Review the endorsements added to the policy on the Added to Policy tab.
17. Click on the arrow next to the endorsement to view more about the selected endorsement. 
18. Click on the pencil button next to the endorsement to edit the selected endorsement.
19. Click on the trash can button to remove the selected endorsement.
    
20. Click on the All Endorsements tab to view additional endorsements available.
21. To sort, click the Sort button in the right corner.
22. To search endorsement by name, number, or description, enter text in the Search Field.
    1. Once text is typed, endorsements populate, and filter based on the text.
23. Add the new endorsement by filling out the required fields and selecting the Add to Policy button.
24. To view the actual endorsement form, click on the Endorsement Form link.
    
    
25. Review the Policy Summary page.
26. Change the payment type by selecting the payment method radio buttons.
27. For installment and Easy Pay (EFT), the installment schedule is available by selecting the Installment Schedule button.
28. Modify premium by adjusting discounts or supporting businesses right on the Policy Summary page.
    
29. When a change has been made, the Rate button must be selected to update the premium.
30. To get back to the original policy quote and coverage options, select the Reset button.
    
31. When scrolling down the page, the policy premium stays at the top of the page for easy reference.
    1. The billing methods are also available in the drop-down.
32. Update the core coverage options. This page allows for what-if scenarios by adjusting the core coverages and deductible options. 
    
33. Updating the Special Policy Limits Options is available on the Policy Summary page as well.
34. Update endorsements, simply by selecting new options available.
    1. Help buttons provide short descriptions with a quick link to the endorsement form.
35. Remember: Click the Rate button to get an update premium after changes have been made.
    
36. To save or view the customer quote as a PDF, click on the Save as PDF button.
37. A dialog box will provide two options, a customer version or an agent version.
38. Select the correct version and click Save as PDF.
39. The PDF will be downloaded to save for future use.