How to Use Insurance Applications
Click on the ‘Finance’ tab and select ‘Insurance Applications’ under the Applications section.
2. Once inside, you can view all your insurance quotes.
Navigate through the 'All, Pending, Waiting For Call, and Completed' tabs to see the status fo each quote.
3. To get a new quote select the orange 'Get a New Quote' button at the top and fill out a short questionnaire.
First read and agree to the Terms of Business to continue, then press the blue 'Get a quote' button.
Next, enter the applicant information including Title, First name, Last name, and Date of Birth, the click the blue 'Get a quote' button.
*If you wish to add another applicant, click the blue 'add applicant' button on the top right.
Next, enter your Risk address and whether the property will be insured in a company name, the click the blue 'Get property details' button.
Then enter the Number of bedrooms, Type of property, and year of construction and click the blue 'Approve details' button once done.
Answer a few questions about who will occupy the property, then click the blue '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 blue 'See quotes' button.
