How to create Quote Sheets

InsurancePro has several quotes sheets available for your convenience such as: Auto, Home Owners, Commercial and more.

Choose Quote Sheet from top menu bar and select applicable policy type. An Auto Quote Sheet was used to illustrate this example.

NOTE: This feature really helps when you and your staff are not familiar with the questions that need to be asked to get a quote for a specific line of business. The completed Quote Sheet will provide you with all the information at your finger tips to process quotes on the carrier’s websites.

Type in the client information on the form.

To print the Quote sheet, select Print in the top left hand corner of the main menu bar across the top of the screen.

The Close option will allow you to save the form. Selecting Yes to saving the form will place a copy of the form in the Print Forms/Letters area in the Policy Summary of that client.

You will also be given the opportunity to enter a description of this form. You may choose to use this entry to describe the policy type such as: Young Driver or Family Policy. When you have saved the Quote Sheet, InsurancePro will create the customer in your client file.

The Policy Summary screen will appear with the customer information and the Policy Status as Prospect.

TIP: The Agent who is logged in to InsurancePro at the time the Quote Sheet is completed will be the selling agent attached to the policy. An Administrator has the ability to change the attached selling agent.