For brokers that have access to Extension Auto (in SK), here is an outline of the quote process.

 

You can go to thru and select the icon for Auto and this will take you to the thru funnel for a quote, this progress bar shows the screens required for a quote:

 

 

Disclaimer

Driver Details

About You

Address

Vehicle Confirmation 

Vehicle Details

Quote and Customize

Checkout and Pay

 

 

 

 

 

 

• If the information in the above screen is not validated then the platform will not allow you to proceed forward.  You will see verbiage like this, in that event:

 

 

 

 

 

 

 

 

 

 

 

• The Vehicle confirmation screen allows for the vehicle details to be reviewed and Removed or Corrected.

 

 

In this screen there are multiple dropdown menus for:

 

• Vehicle Type
• Is there any existing physical damage to the vehicle or to the glass?
• Vehicle Use 
• Is there a loan or lease on the vehicle?

 

Here are the screen shots: 

 

 

 

 

 

 

 

 

 

 

 

Once Buy Now is selected the broker will receive the confirmation that the policy was successfully arranged and will be able to return to the policy in bond.

The customer will receive their application link in an email that is automatically sent upon selecting Buy Now.

 

 

Here is a copy of the email that the customer receives: 

 

If they click Accept Terms, the customer will be able to review and accept (or decline) the application for insurance and a Premium Finance Agreement (PFA), if applicable.

Once both are accepted, they will have the link to create a password for a pocket account, like any other policy type.

 

 

Auto policies are also visible to customers in pocket.

Along with the functionalities like:

 

View Policy

Payments

Change Policy 

Cancel Policy

 

 

 

 

The broker should be reviewing the activities that are open upon the New policy creation. 

 

The New Purchase activity will be Open if the broker is waiting for the customer to accept the application (and PFA if required). It will auto close once accepted by the customer and the documents will be attached.

 

Here are a couple of examples of activities that might be generated:

 

 

 

Once these have been handled and notes updated, they can be manually closed by clicking on the Status dropdown and selecting Closed.