Adding in the home quote into MVP is important for the ranking but also so you can use the quote comparison tool.
Check out the video guide here.
-
Start a Home Quote
- From your list of Leads or Prospects in the Agency MVP Sales Funnel, click the Details link to bring up the details page for the Lead/Prospect. Alternatively, you can Search to quickly find your Lead/Prospect and access their details by using the search bar in the top right.
Note: If you are adding a Lead and have finished completing the Household Member, Auto, and Home details you can continue creating the Home quote. - Scroll down to the Quotes section and on the Details page and click the Home tab.
- Click the Add+ button next to Competitor Quote
- From your list of Leads or Prospects in the Agency MVP Sales Funnel, click the Details link to bring up the details page for the Lead/Prospect. Alternatively, you can Search to quickly find your Lead/Prospect and access their details by using the search bar in the top right.
-
Enter Current Carrier (Competitor Quote) Information (optional)
- Choose the property address from the dropdown menu you plan to quote.
IMPORTANT: If the address you want to quote does not show, scroll up to the Residences section to enter the address of the home you wish to quote. - Choose ownership. If the Lead/Prospect is the Owner, choose the Residency Type.
- Select the Current Carrier of the Lead/Prospect from the dropdown menu.
- Choose the property address from the dropdown menu you plan to quote.
If the Current Carrier is not listed, choose Other and type in the name of the carrier in the field provided.
- Enter the Lead/Prospect’s current renewal date, payment information and premium for their existing policy.
- Enter the Lead/Prospect’s current coverages and deductibles.
-
Enter any Home Claims
- Click the Add+ button in the Home Claims section
- Select the appropriate address from the dropdown menu.
- Enter the claim date of claims that have occurred within the last 3 years.
- Indicate by checkbox for Evidence Needed or if the claim was Disputed.
Evidence Needed and Disputed are for making a note to yourself that you will need a document or that you are going to dispute the claim.
- Click the Done button to save the Home Claim.
-
Enter Your Quote Info
- Click the Add+ button next to Your Quote
- Click the Add+ button next to Your Quote
IMPORTANT: Clicking the Add+ button repeatedly in either the Competitor or Your Quote sections will append a new quote panel which may not be immediately apparent. Scroll down to see the new quote sections. Inadvertently added quote panels can be removed by clicking the red Remove button within the panel.
- Choose the property address from the dropdown menu you wish to quote.
- Choose ownership. If the Lead/Prospect is the Owner, choose the Residency Type.
- Select the Quote Carrier, Effective Date, Premium, and Payment Information. Note: If additional Payment Options are desired, click the Add+ button to create additional options.
- Enter the coverages and deductibles for the Home quote.
-
Save and Send the Quote
At this point, save your work and configure other quotes if needed. When you are ready to send the quote, skip ahead to Sending a Quote to the Prospect.