After getting a quote for your client, you have several options on how to proceed. One of the most effective options for helping your client decide on purchasing a Sola policy is to download the Quote Document and send it alongside other available resources, such as our marketing materials. This article will help you understand what information is provided in our Quote Document.Overview
The quote document page provides a comprehensive view of your quote, including:What’s on the Quote Document Page
- Policy Information: Policy type, coverage limit, and start date
- Insured Information: Customer’s name and contact details
- Property Address: Location of the insured property
- Pricing Options: Annual and monthly payment amounts with clear cost comparisons
- Payout Table: Values for all different payout scenarios based on the chosen policy limit.
- And More: We include valuable information about Sola and the Wind/Hail Policy in our Quote Document.
Before sending the quote document to your client, double-check that the
information is correct. If any changes are needed, you can edit your
quote, and a new quote document will be generated and
made available for download.
The quote document shows both annual and monthly payment options:Pricing Display
- Annual Payment: Displays the total annual premium with the 15% discount applied.
Categories displayed: Premium, Policy Fees, and Taxes.
- Monthly Payment: Displays the monthly premium amount and the total amount due upon purchase.
Categories displayed: The monthly payment for 10 months + the down
payment broken down by First + Last Month, Policy Fees, and Taxes.
From the quote document page, you can:Next Steps
- Review Information: Double-check all details before sharing with the customer.
- Attach to an email: Download the “Quote Document” and attach it to an email to your client.
- Compare Pricing: Review both payment options to help guide customer decisions.
Accurate information prevents delays in the binding process.