Create a new auto insurance quote for a customer.
• Enter customer information
• Add vehicle details
• Select coverage options and discounts
• Calculate premium with state-based pricing
• Generate unique quote number
[F2] VIEW QUOTES DASHBOARD
Access the quotes management dashboard.
• View all recent quotes
• Search by quote number, customer name, or VIN
• Open and edit existing quotes
• Track quote status (Draft, Issued, Accepted, Expired)
• Print and manage quotes
[F3] BUILD MULTI-VEHICLE ACCOUNT
Create multi-vehicle insurance policies.
• Add multiple vehicles with risk-based pricing
• Get multi-vehicle discounts (up to 25%)
• Apply driver factors and discounts
• Convert quotes into active policies
• Real-time premium calculation
[F4] CUSTOMER ACCOUNTS (COMING SOON)
Build and manage customer accounts.
• Convert quotes to active policies
• Add multiple vehicles to policies
• Setup payment plans and billing
• Customer portal access