How do I request a quote for a Personal line?

You can request a quote for a Personal line (for example, Homeowners, Personal Auto) if the insured's type is Person.


On the All Insured page, the insureds with the Person type are marked with 2023-11-07_17-51-00 person insured icon icon.
person

To request a quote for a Personal line:

1. Make sure that the Insured type is Person. You can check this by opening the Insured page > Profile.

Insured type on the Insured page

You cannot change the Insured type of an already existing insured. Instead, you can create a new insured and mark them Person. Just select Person as type on the Create new insured page.

create new insured person

2. Click Request new quote on the Insured page. 
Screenshot_4-1

3. On the Create new request page, select a Personal line from the Insurance line/product dropdown.
Screenshot_5

If there isn't one you need, you can add it by clicking Manage lines in the dropdown and selecting this line in the Insurance lines dialog.

4. You can now request a quote for a Personal line, Add markets on the Quote request page and click Start quote.
Requesting a quote for personal line

5. If you have a completed ACORD for your insured, we can bridge it, so you are not rekeying any information, just click Create new insured from ACORD button, and it will open: 

  • File browser window for you to navigate to the desired file and select a specific ACORD you wish to upload;
  • Select insurance line page, where you can select the personal line that matches the line in the uploaded ACORD form and hit Continue.

create new from acord personal