Overview
Getting a multi-property quote from your Sola dashboard is quick and easy. Follow these steps to generate a price quote to match your client’s multi-structure or multi-property coverage needs.
💡 Get a policy for yourself. Consider purchasing a Sola policy yourself first. It’s a great way to understand the process firsthand and build trust through your own experience.
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
Claims Page
Quotes Page
Policyholder Page
Rewards Page
Policy Type and Policy Information
Once you’ve started your quote, you’ll need to select your policy details:
Policy Type: Choose between two types of policy
Single property with one structure
More than one property or structure (select this option for a bulk quote)
Start Date
Choose when the policy should begin. Note that Sola policies have a 5-day waiting period, meaning that the coverage effective date may differ from the start date if you’ve chosen one less than five days out.
💡 Select a start date more than five days out from the purchase date to ensure that coverage begins immediately on that date, with no additional wait.
Insured Information and Address
To create a quote, you’ll need to provide the insured’s full name and address. This information is required to complete the process.
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.
💡 Ensure all information matches the policyholder’s identification documents accurately. Incorrect information can lead to future coverage issues.
Use the Add additional insured button to add multiple persons to the policy as insured.
Property Addresses
Under Property Addresses, find the + icon and click to add your first property.
Add Property
Complete the Property details in the form that appears on the right.
Address
Apt/Suite #
City
State Code
County
ZIP
Property Structures and Limits
Select the property type from the drop-down menu
Enter the amount of coverage needed for this property
Select Save to complete this step.
Select Add Another Property to add additional properties, then complete the Property details for each additional property. Select the property type, enter the coverage limit, and select Save to move on.
Add Structures
Each property listed in the quote can contain multiple structures. After the primary structure has been labeled and priced, select the Add Structures button below to add more rows. Complete the label and coverage limit field for each additional structure, then select Save to move on.
How to Pick a Limit
Work to understand the customer’s needs when selecting 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/hail deductible on the primary policy
ACV vs. replacement cost considerations
Scheduled payout structures
Property value and risk exposure
Budget considerations
Mailing Address
Select a mailing address from the Street Address field, if the Property Address is the same as the desired Mailing Address.
Select the Enter different address button to add a new mailing address for this property.
Select the Continue button once you’ve confirmed the Property Addresses and the Mailing Address for the Property.
Choose Your Payment Plan
Review your Total Limit for the properties included in this quote. From this screen you can review the Monthly and Annual payments for the policy and select the payment plan that works best for you.
You also have an opportunity to use the View and Edit Your Limit button to adjust your Policy Limit to match your budget and coverage needs.
Confirm your Contact Information
Review the listed contact and policy details from this screen before selecting Send Quote or Continue to Payment.
Send Quote
From the Send Quote panel that appears on the right, you have the option to download a quote PDF to share with your client, to copy a purchase link for sharing the ready-to-buy quote with a client, or to share the quote via SMS.
💡 Sending the quote PDF from your agency email account with a quick note to the client included is a great way to build client relationships and trust.
💡 For your first quote, try downloading the PDF to familiarize yourself with how the quote looks from the customer’s perspective.