Quoting Navigation
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      Safeco Quoting Navigation Guide

      1. To begin the quoting process, from the main screen, go to the Quote section, select the state the property is in from the drop-down.
      2. Then select the product to be quoted.
      3. Then click Quote.
      4. In the Policy Information section, confirm the rating state and policy form. 
      5. Select the correct agent number.
      6. Confirm the quote date and the effective date.
      7. Enter the customer’s name, date of birth and marital status.
      8. If there is a co-applicant, select Yes and enter their information

      9. Confirm the reason for the policy from the drop-down options.
      10. Confirm if the home has a mortgage or any other financial or non-financial additional interest.
      11. Click Continue. 
      12. Proceed to enter the Mailing Address.
      13. NOTE: Only select Override System Modified Address if the address provided by the system is incorrect.
      14. Confirm if the location address is the same as the mailing address. If not, select No and enter the Location Address.

      15. Then click Continue to proceed.
      16. Next, proceed to answer the Underwriting questions for the policy. You can also click the hyperlink above the questions to learn more about the UW guidelines. 
      17. Next, indicate if the customer has any financial or non-financial interests on the property that will need to be listed. 
      18. Next, complete the History Verification section.
      19. If the customer has additional Safeco policies, select the policy type, enter the policy number and indicate if the policy has not yet been issued.
      20. Then click Continue to proceed.
      21. Next, enter the customer’s information to run reports. 
        1. NOTE: The SSN is not required to run reports.

      22. Then click Continue to proceed.
      23. Then proceed to enter the Dwelling Information for the property. Next to each attribute, there is a ? that explains each section. 
        1. NOTE: For the Bypass Cost Guide for Quote, select No. 


      24. Then enter any specific home features that the customer may have under the Discounts & Surcharges section.
      25. Then click Continue. 
      26. Under the Cost Guide Features section, proceed to enter the construction features for the home, these may automatically populate based report accessibility. To add or remove construction features, click Add or Delete next to each feature. You can also adjust the percentage of each section.

      27. Once all features have been entered the Dwelling Reconstruction Cost Estimate will be provided.
      28. If needed, under the Cost Guide Summary, you can go back and edit any home features by clicking Edit. This will require you to recalculate the Dwelling Reconstruction Cost.
      29. Next, under the Coverage Selection Section, you can compare Level Options, adjust limits, deductibles and add optional coverages.




      30. Then click Continue to proceed.
      31. This will bring you to the Summary screen that will include the total annual premium and payment plans. 
      32. From this screen, you can email or print the quote as well. 
      33. Then click Continue to proceed.
      34. Now the CLUE Report will be run, to run the report, click Order Report.
      35. Proceed to enter in Additional Interest information, if applicable. 
      37. Next, move on to the Billing section, select the Billing Plan, the Billing Frequency and who the bill should be sent to. If installments are selected, they will be displayed under the Billing Plan Options section. 
      38. If the policy is mortgagee-bill, confirm interest list, and select the following:
        1. Billing Plan: Bill By Mail
        2. Billing Frequency: Full Pay 
        3. Send Bill To: Mortgagee with copy to Insured


      39. For the down payment section, for a mortgagee-bill policy, under the Make Initial Payment By section, select C.O.D. 
      40. If a customer is paying by card of EFT, proceed to select the payment options.
      41. Under the down payment section, select how the initial payment will be made and the amount. Then proceed to enter the down payment source of payment information. 
      42. Then for recurring payments, indicate if it will be the same information used for the down payment, if not, proceed to enter the other form of payment information.
      43. Then click Complete Acceptance.
      44. This will then bring you to the Issue and Digital Onboarding section, sign the customer up for paperless billing and paperless policy. 
      45. For the signature of policy documents, select E-Sign and enter necessary email address information. 
      46. If the customer is not an existing Safeco customer, select the option to create a new Safeco account. 
        1. NOTE: If the customer has indicated they already have an account then select Use the insured existing Safeco.com account.  This option will add the policy being issued to the account they login with.  This option will only work if they have a valid account.
      47. Then confirm the customer’s contact information. 
      48. Enter the Producer NPN. 
      49. Confirmed the Effective Date.
      50. Click Issue.