Introduction Videos

Starting Quote

start at new submission header | click on the commercial lines button | select your product | click begin quote

Send Proposal

go to quote page | select quote | scroll down and attach proposal | click go to proposals | send proposal via email and/or SMS

Virtual Advisor

at the top click virtual advisor | answer questions | view available coverages | begin quote

Help Assistant

at top right hit the "?" | hover mouse over questions you need help with


top right hit side assistant | click envelope | select new message | select customer | enter subject, message, and send

Modify Schedule

at top right click user profile | hit schedule | choose available times | save

Add Documents

at top hit my clients | select client | select documents | add document | select or drag document | click upload

Update User Picture

at top right click your profile | hit update user picture | browse | select photo | update

Task Remover

top right click assistant | click on the task you want to remove | click actions | click abandon