How to Create a Dwelling Fire Quote (CA Only)

In the steps the follow, we show you how to create a dwelling fire quote in PL Rating. Dwelling Fire is currently only available in the state of California.

Click here for a list of carriers/markets available for Dwelling Fire in California.

New Quote Setup and Companies

  1. Select the quote template from the Dwelling Fire quote templates list if you want to use a template.
  2. Select Use the selected quote template for all new quotes option if you want to use your Dwelling Fire quote template selection as the quote template for new quotes.
  3. In the Companies pane, select the companies you want to quote/submit. Alternatively, you can select a group of companies from the Company Groups pane.
  4. Click Next.
General Information

The General Information Page is where you provide general information about the quote.

All fields with a red bar to the left of the field are required.

Coverage Forms include:

  • DP1 - Basic Perils
  • DP3 - Special Perils

Location Information

Location Information page to collect information about the property including Coverage info, Current/Prior Carrier, and Property Information.

All fields with a red bar to the left of the field are required.

Additional Information

Additional Information page to collect Credits & Adjustments, Liability, and Property Additional Coverages for Dwelling Fire.

Additional Information DP1:

Additional Information DP3:

Losses

Loss Information page to collect loss details for Dwelling Fire.

All fields with a red bar to the left of the field are required.

Company Questions

On the company questions page, you enter any company specific questions that apply to the quote or company. The questions on this page will vary depending on the carriers selected to quote.

Rate Comparison Page

The Rate Comparison Page includes the premium, carrier message, quote proposal, and the ability to bridge to carriers.

To view the carrier messages, hover over the View or click Messages.

To view the quote proposal, click on the PDF icon under Actions or select the carrier by checking the box(es) beside each carrier name. Once done, you can view, print, or email the quote proposal using the Print or Print Detail buttons.

To submit/bridge to a carrier, click on the carrier logo under the Submit/Bridge column.

 

Currently, integrations with Agency Management Systems and ACORD Forms are not available. These items will be added with a future release.