Get a Quote

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Overview

Obtaining a quote through your Sola dashboard is quick and simple. This guide walks you through each step of creating and sending a quote to your clients, along with an explanation of the information required at each stage.

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Starting Your Quote

To create a new quote, log in to your Sola dashboard. Then click the “New Quote” button in the top-right corner. You can find this button on: Home Page Quote Page Policyholder Page Rewards Page The image below shows what the “New Quote” looks like on your home page.

Dashboard Overview

Master the Sola dashboard interface and discover all its features.

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Policy Type and Policy Information

Once you’ve started your quote, you’ll need to select your policy details:

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Policy Type and Coverage Limits

Policy Type: Choose between two coverage options.

• Wind + Hail + Tornado
• Tornado Only

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Coverage Limit

Select the appropriate coverage limit for your customer’s needs based on the policy type:

• Wind + Hail + Tornado: $2,000 - $25,000
• Tornado Only: $2,000 - $15,000

Coverage limits can be adjusted at any time until the policy is bound, giving you flexibility as you work through the details with your customer.

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How to Pick the Limit

Take a consultative approach when helping customers select their coverage limit. Rather than rushing to a number, engage in a conversation to understand their unique needs and circumstances. Key Factors to Discuss:

• Customer’s desired coverage level
• Wind and hail deductible on primary policy
• ACV vs. replacement cost considerations
• Scheduled payout structures
• Property value and risk exposure
• Budget considerations

Explaining the Sola Wind/Hail Policy

Get more tips and information on how to explain the Sola Wind/Hail policy to your client.

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Start Date

Choose when the policy should begin. Please note that Sola has a 5-day waiting period, which means the coverage effective date may differ from the start date if you select a date less than 5 days away.

Policy Terms

Learn more about start dates and waiting periods.

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Insured Information and Address

After configuring your quote, you’ll need to provide the insured’s personal information and address details. This information is required to complete the quote process.

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Insured Information

The Insured Information section collects the primary contact details for the policyholder. All fields in this section are required:

• First Name: Enter the policyholder’s legal first name as it appears on their identification documents.
• Last Name: Enter the policyholder’s legal last name as it appears on their identification documents.
• Email: Provide a valid email address where policy documents and communications will be sent. This email will be used for all policy-related notifications.
• Phone Number: Enter a valid phone number where the policyholder can be reached. The number will be automatically formatted to (XXX) XXX-XXXX.

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Insured Address

The Insured Address section collects the physical location of the property being insured. This address determines policy eligibility and pricing based on geographic risk factors. Required Fields:

• Address: Enter the street address where the property is located. Include the street number and street name.
  By entering the address, the information selected in the dropdown will automatically complete the other required fields of the insured address.
• City: Enter the city where the property is located.
• State Code: Enter the two-letter state abbreviation (e.g., TX for Texas).
• County: Enter the county where the property is located. This is used for underwriting and risk assessment.
• Zip Code: Enter the five-digit ZIP code associated with the property address.

Optional Fields:

• Apt/Suite # (Optional): If the property is located in an apartment, suite, or unit, enter the unit number here. This field is optional and can be left blank for single-family homes.

Mailing Address:

• Check this box if the policyholder’s mailing address matches the property address. If left unchecked, you’ll be prompted to enter a separate mailing address where policy documents should be sent.

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Sending Your Quote

To send a quote, click the “Get Quote” button at the bottom of the new quote page. Below is an example of what the button looks like. By clicking the “Get Quote” button, you will be directed to a page displaying all the quote information you have just filled out. This page also displays the policy price for annual and monthly payments. Below is an example of what the pricing page looks like.

Payment Plans Overview

Learn more about how pricing options, such as annual and monthly payment options.

At the bottom of the pricing page, you will see the “Send Quote” button. Below is an example of what this button looks like. After clicking the **“Send Quote” button, a side pop-up appears on the right side of your screen. At this window, you will findthree options to send your quote.** Below is an image of what this side pop-up looks like. Here is a description of the three methods of sending your quote.

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1. Purchase Link

Send a direct link that allows customers to review and purchase online. Purchase links never expire.

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2. PDF Download

Download a professional PDF version to print, share, or review yourself before sending to customers.

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3. Email

Send quotes directly to your customer’s inbox. By default, emails are sent from sola@solainsurance.com with professional Sola branding. You can optionally link your Google account to send from your own email address.

Marketing Materials

Learn more about marketing materials, how to download, use, and more.

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Explore More

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FAQs