How to Use Insurance Applications
Hover on the leftmost sidebar until you see the options for: Invest, Manage, and Finance. Click on the Finance tab and then click on Insurance Applications.
Once inside, you can view all your insurance quotes.
Navigate through the 'All, Pending, Waiting For Call, and Completed' tabs to see the status for each quote.
3. To get a new quote select the Get a New Quote button at the top and fill out a short questionnaire.
Enter the applicant information, then click Get a Quote. If you wish to add another applicant, click the Add Applicant button on the top right.
Next, enter the risk address and whether the property will be insured in a company name, the click the Get Property Details button.
Next, enter the property details then click the Approve details button once done.
Next, fill out the occupancy details, then click the Continue, get quote button.
Finally, provide your email and phone number so we can keep you up to date and contact you with the status of you quote. When you're ready, click the See quotes button.
