Overview
Obtaining a quote through your Sola dashboard is quick and simple. This guide walks you through each step of creating and sending a quote to your clients, along with an explanation of the information required at each stage.
💡 Get a Policy for Yourself. Consider purchasing a Sola policy yourself first. It’s a great way to understand the process firsthand and build trust through your own experience.
Starting Your Quote
To create a new quote, log in to your Sola dashboard. Then click the “New Quote” button in the top-right corner. You can find this button on:
Home Page
Quote Page
Policyholder Page
Rewards Page
The image below shows the location of the “New Quote” button on your home page.
Policy Type and Policy Information
Once you’ve started your quote, you’ll need to select your policy details:
Policy Type: Choose between two coverage options.
Wind + Hail + Tornado
Tornado Only
ℹ️ Policy type options vary by state. Some states may only offer certain coverage types due to local regulations and market conditions.
Coverage Limit
Select the appropriate coverage limit for your customer’s needs based on the policy type:
Wind + Hail + Tornado: $2,000 - $25,000
Tornado Only: $2,000 - $15,000
Coverage limits can be adjusted at any time until the policy is bound, giving you flexibility as you work through the details with your customer.
☞ How to Pick a Limit
Take a consultative approach when helping customers select their coverage limit. Rather than rushing to a number, engage in a conversation to understand their unique needs and circumstances.
Key Factors to Discuss:
Customer’s desired coverage level
Wind/hail deductible on primary home policy
ACV vs. replacement cost considerations
Scheduled payout structures
Property value and risk exposure
Budget considerations
Start Date
Choose when the policy should begin. Please note that Sola has a 5-day waiting period, which means the coverage effective date may differ from the start date if you select a date less than 5 days away.
💡 Planning ahead by selecting a start date more than 5 days out of the purchase date ensures coverage begins immediately on that date with no waiting period.
Insured Information and Address
After configuring your quote, you’ll need to provide the insured’s personal information and address details. This information is required to complete the quote process.
Insured Information
The Insured Information section collects the primary contact details for the policyholder. All fields in this section are required:
First Name: Enter the policyholder’s legal first name as it appears on their identification documents.
Last Name: Enter the policyholder’s legal last name as it appears on their identification documents.
Email: Provide a valid email address where policy documents and communications will be sent. This email will be used for all policy-related notifications.
Phone Number: Enter a valid phone number where the policyholder can be reached. The number will be automatically formatted to (XXX) XXX-XXXX.
⚠️ All Sola policies must be written in the name of an individual and not in the name of a business or LLC. If the home is in the name of an LLC, write the Sola policy in the name of the homeowner, and there will be no issues.
ℹ️ Ensure all information matches the policyholder’s identification documents accurately. Incorrect information can lead to future coverage issues.
Insured Address
The Insured Address section collects the physical location of the property being insured. This address determines policy eligibility and pricing based on geographic risk factors.
Required Fields:
Address: Enter the street address where the property is located. Include the street number and street name.
ℹ️ By entering the address, the information selected in the dropdown will automatically complete the other required fields of the insured address.
City: Enter the city where the property is located.
State Code: Enter the two-letter state abbreviation (e.g., TX for Texas).
County: Enter the county where the property is located. This is used for underwriting and risk assessment.
Zip Code: Enter the five-digit ZIP code associated with the property address.
Optional Fields:
Apt/Suite # (Optional): If the property is located in an apartment, suite, or unit, enter the unit number here. This field is optional and can be left blank for single-family homes.
Mailing Address:
Check this box if the policyholder’s mailing address matches the property address. If left unchecked, you’ll be prompted to enter a separate mailing address where policy documents should be sent.
💡 Double-check the address information before submitting, as incorrect addresses can cause delays in quote processing or affect coverage eligibility.
Sending Your Quote
To send a quote, click the “Get Quote” button at the bottom of the new quote page. Below is an example of what the button looks like.
By clicking the “Get Quote” button, you will be directed to a page displaying all the quote information you have just filled out. This page also displays the policy price for annual and monthly payments.
Below is an example of what the pricing page looks like.
At the bottom of the pricing page, you will see the “Send Quote” button. Below is an example of what this button looks like.
After clicking the “Send Quote” button, a side pop-up appears on the right side of your screen. At this window, you will find three options to send your quote.
Below is an image of what this side pop-up looks like.
Here is a description of the three methods of sending your quote.
Purchase Link
Send a direct link that allows customers to review and purchase online. Purchase links never expire.
PDF Download
Download a professional PDF version to print, share, or review yourself before sending to customers.
Email
Send quotes directly to your customer’s inbox. By default, emails are sent from sola@solainsurance.com with professional Sola branding. You can optionally link your Google account to send from your own email address.
💡 Including your email helps make the message feel more personal, since customers will know it’s coming from you, their agent.
ℹ️ For your first quote, try downloading the PDF to familiarize yourself with how the quote looks from the customer’s perspective.
💡 When sending quotes, consider including marketing materials to ensure customers have comprehensive information about the policy. Marketing materials help explain how Sola works and can answer common questions before customers reach out.
FAQ
I see a red error message in an input field.
I see a red error message in an input field.
If any incorrect information is entered into an input field, a red error message will appear next to the corresponding field. Errors may occur due to several factors, including:
Missing characters
Incomplete information
Invalid address
Unsupported information
Other validation issues
ℹ️ If you see a red message on an input field, double-check the information you entered and try adding it again. Review the specific error message for guidance on what needs to be corrected.
It won't let me enter certain states.
It won't let me enter certain states.
Sola is not yet available in all states. If you can’t select a particular state, it means:
Your agency may not have permissions for that state
Sola may not be licensed to operate in that state yet
If you believe you should have access to a state, contact support to verify your agency’s permissions and licensing status. We’re continually expanding our coverage areas.
Can I save a quote and come back to it later?
Can I save a quote and come back to it later?
Yes, as long as you select “get quote” after adding all the quote information. This quote will then appear on your quotes page, which you can then decide to edit, bind, or send that quote.