Savvi Quoting Navigation Guide

1. To begin, from the Home screen, click on Get a Quote.
   
2. To start, proceed to enter the property address, any matches will begin to appear in the drop-down as shown below. Click on the suggested address or continue to type if it doesn't populate.
3. Then click Let’s Go.
   
4. Next, proceed to select the home type.
5. Then select the number of families.
6. Click Continue to proceed.
   
7. Next, proceed to indicate who lives in the home.
8. Select the home occupancy option.
9. Then indicate if the customer has a home office that they regularly use to work from home.
10. Click Continue to proceed.
    
    
11. Then proceed to enter in the home details. 
12. Click Continue when finished.
    
    
    
13. Then proceed to select the grade of materials in the home.
14. Also indicate if the home has a man cave, she shed or finished basement.
15. Click Continue to proceed.
    
16. Review the discount options and select any that apply to the customer.
17. Then click Continue to proceed.
    
    
18. Once this is complete, you will be brought to the screen to bind the policy. 
19. To proceed, click Buy.
    
20. Next, proceed to confirm the Named Insured’s information.
21. Then click Continue to proceed.
    
22. This will then bring you to the screen that can be used to educate the customer on the smart home security package that is included with Savvi.
    
    
    
23. Next, there will be some additional Underwriting questions to complete, select Yes or No for each.
24. Then click Continue to proceed.
    
25. Next, we will verify the customer’s claim history, from the drop-down, indicating if their primary address has been their address for the last 12 months. 
26. Enter the number of claims in the last 5 years.
27. Then click Continue to proceed.
    
28. You will then be presented with the different packages available to the customer. Click Select on the package the customer wants. The endorsements/ additional coverages for each package will also be listed below.
    
29. Click Adjust your Deductibles & Limits if the customer wants to make any changes.
    
30. Once the correct package is selected, click Continue.
31. This will populate the confirmation screen that will highlight the policy features.
    
    
32. On the next screen, add a spouse if applicable, update mailing address if needed and select payment method.
33. Then click continue to enter payment information or mortgagee information.
34. Lastly, once payment information or mortgagee information is entered, click Bind.