Obie Carrier Navigation Guide

1. To begin quoting, click the Start New Quote button on the top, right corner. 
   
2. From here, you can search for a client in the Obie portal or create a new client. 
   
3. If you search, begin entering the customer’s information and any results will appear, simply click on the customer’s information. 
   
4. Then click Continue to Quote.
   
5. However, if the customer is not in the Obie portal, click Create a New Client. 
6. Proceed to enter the customer’s information.
7. Then click Save Client. 
   
8. Next, proceed to enter the address of the property to be quoted. 
   1. Any matched results will begin to appear in the drop-down. 
   
   
9. Then you will confirm or edit the address.
10. Then click Continue. 
    
11. Next, confirm the property type. (See options below)
12. Then click Continue.
    
    
13. Proceed to confirm if the owner lives on the property and if the property is a short-term rental. 
14. Then click Continue. 
    
    
15. There will then be some additional questions about renovations on the home. 
    1. (You can click the purple message box to learn more about what is considered a renovation. See the example below.)
16. Then click Continue. 
    
    
17. Next, the replacement cost will be calculated. 
    1. Please note, that Obie uses their tools to calculate this mount. 
    2. Then click Continue. 
    
    
    
    
18. Next, some additional statements about the property must be agreed to.
19. Then agree to the Terms and Conditions and the Privacy Policy. 
20. Click Submit. 
    
    
21. You will then be presented with different levels of coverage plans, and proceed to select the plan that fits the customer’s needs. 
    
22. Then proceed to select the effective date and deductible. 
23. You can also adjust the dwelling limit here as well. 
    
24. Then proceed to adjust/ add/ remove any additional coverages such as Loss of Rent, Water Backup, etc. 
25. Then click Continue. 
    
    
26. Proceed to confirm the Named Insured’s information and from this screen, you can add a co-insured and the mortgagee, if applicable. 
27. Then click Continue. 
    
    
    
28. Next, you will be able to review the quote PDF, download it, and view associated forms. 
29. Once completed, click Continue.
    
    
    
30. The last step will be to bind. The customer will be sent a link to sign their documents and make their payment if applicable. 
31. Simply proceed to enter their email address.
32. Click the confirmation box.
33. Click Send Binding Link to Client.