Quoting Navigation
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      National General Quoting Navigation Guide

      1. To begin the quoting process, from the Home screen, go down to New Quote, proceed to select the state for the quote.
      2. Then select the line of business to be quoted.  

      3. Then click Begin to proceed.
      4. In this section you can search for existing quotes by last name or quote number or can list out quotes from today, yesterday, last 7 days or last 30 days. 
      5. To begin the quote, in the Client Search/Start a New Quote section, enter the first name, last name and zip code of the customer and click Search.
      6. If no search results were returned or you did not find the correct client Account ID, select Add New Customer, otherwise click on the Account ID that belongs to the customer you are quoting.
      7. Under the General Information section, enter the following information:
        1. Agent ID- should default
        2. Select Producer
        3. Plan- should default
        4. Policy Effective Date
        5. Is this a secondary policy associated with a primary policy in a different risk state?
        6. Does an operator drive a company car that doesn’t need coverage?

      8. Under the Named Insured section, enter the customer’s full name, date of birth, gender, marital status and indicate if there is a co-applicant.
        1. NOTE: SSN is not required. 

      9. Under the Contact Information, enter the customer’s phone number(s) and email address and preferences.
      10.  Under the Residential Address section, enter the property address, confirm if there is a different mailing address, if so, add this address, indicate if there has been a deed correct and lastly how many years the customer has been at the residence.
      11. Proceed to accept the FCRA reports by clicking Order, then click Next.
      12. Then, move onto the Dwelling Information, select the information pertaining to the dwelling including usage, occupancy and structure type.
      13. Next, under the Address Information section, enter the property address, indicate if the property has had a deed correction (Correction deeds are used to adjust the earlier deed when that document contains minor errors of omission or typographical errors, sometimes called signNowner's mistakes.). Confirm the protection class, fire district, miles to the fire department and feet to the nearest fire hydrant.
      14. Be sure to click Validate Address to validate the property address.
      15. Next will be the Additional Information section, there are many questions in this area that ask about the home, they can range from sources of heating and cooling, construction type, updates to the home, etc. Each question with an asterisk (*) will need a response.
      16. Once all questions have been answered, click on Continue to Underwriting.
      17. Under the Additional Interests section, if the customer has an additional interest, click Add Interest to add this information.
      18. Then click Next to proceed.
      19. Under the Prior Insurance section, proceed to enter the customer’s prior insurance information. 
      20. Then under the Additional Information section, there will be additional questions pertaining to the customer and property that will be required.
      21. Then click Next to proceed.
      22. Under the Loss History section, proceed to add any losses provided by the customer. To add the loss, click Add.
      23. Once entered, click Next.
      24. Proceed to review the coverages under the Coverages section and adjust as needed.
      25. The Replacement Cost section will provide the amount calculated to rebuild the home, either click Calculate or Recalculate based on needs. (Calculate is used if the RCE has not been completed. 
      26. Below is an example of the RCE and the information needed to calculate the replacement cost. 
      27. Once all data is entered, click Calculate.
      28. Then proceed to select any Common Coverage Endorsements or Optional Coverage Endorsements. 
        1. The question mark icon until the Help section will give more insight on the endorsement.
        2. The Added section will indicate if the endorsement was added.
        3. Under the Select section, click the green plus sign icon and select limits, percentages, etc. if applicable. 
        4. Under the Delete section, click the red x to remove the endorsement.
      29. Then click Next to proceed.

      30. Next, a To-Do List will appear indicating items that will be required for the specific quote during the post-bind process.
      31. The Premium Summary will be provided for review. 
      32. Any reports to be ordered will be listed on the bottom left section of the Premium Summary.
      33. Once reports are run, click Complete Application.
      34. The payment options will be listed, select the customer’s option, then click Next.
      35. Under the Agent Contact Information, proceed to enter the name, phone number and email.
      36. Under the Contact Information, enter the customer’s phone numbers, email address, select Yes for Go Paperless and Yes for Sign Documents Electronically.
      37. Next, proceed to answer each Homeowners Eligibility Question. Be sure to read each question carefully as these can impact the customer’s eligibility with the carrier.
      38. Then you will be presented with the policy information one last time, if any adjustments are made, click Re-Rate.
      39. Click Quote Proposal to simply print the quote.


      40. If applicable, click Complete Application once again.
      41. This will bring you to the screen to finalize the sale, confirm the producer, payment amount and payment method.
      42. Lastly, click Finalize Sale.