Through a recent partnership with Relocation Insurance Group, you can now place moving insurance to your customers without needing to complete the quote outside of SmartMoving.
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This integration is currently only available to companies that are current clients of both Relocation Insurance Group and SmartMoving. If you are currently a customer of both SmartMoving and RIG, please reach out to your Customer Success Manager and they will assist you in setting up the integration. Once your integration has been enabled, follow the steps below to create a moving insurance quote.
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Step 1: Create an opportunity.

Step 2: From the estimate tab of the opportunity, navigate to the Inventory panel.

Step 3: Click the Start Insurance Quote button.

Note: Some fields are required to be entered before starting an insurance quote. If any of the required information is missing, SmartMoving will populate a dialogue box informing you of the information that must be entered before starting an insurance quote.

The moving insurance quote wizard is designed for a salesperson from your moving company to complete while speaking with a customer. The customer should be following along as the salesperson progresses through the moving insurance wizard. Before the salesperson begins the moving insurance wizard, they should share the moving insurance quote with the customer.

To share the insurance quote with the customer, select Share Insurance Quote.

Then, select which contacts to send the moving insurance quote to and if you would like to send the quote by email or SMS message.

Finally, select Share Quote to send the quote to the desired recipient(s).

The wizard is a quick four-step process. If along the way your salesperson runs into any issues, they can reach out to Relocation General Insurance for assistance with the moving insurance quote.

From the Review Move page, enter the minimum required coverage for the move. This amount is based on the size and weight of the shipment. The number that is prepopulated in this field is the recommended minimum coverage for that shipment.
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​Note: This amount can only be in round $1000 increments. Therefore, you could not enter $104,500 as the minimum coverage. The amount would automatically round to $105,000.

Once the minimum required coverage has been entered, select Next Step to move on to Step 2.

Select Choose Deductible under the option that your customer would like to purchase for their move. The level of coverage in each option is the same.

From the High-Value Items screen, enter any items that would cost $2,000 or more to replace. If an item is not listed the item will only be covered for up to $2,000.

If any high-value items are considered works of art, checkmark the "Art" box after entering the value of the item.

Once all information about an item has been entered click Add to add the item to the list of high-value items.
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Note: High-value items can be edited or deleted once added to the High Value Items list. To edit an item, select the edit icon. To delete an item from the High-Value Items list, select the trash can icon.
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Once all high-value items have been entered, select Finish and Review on the insurance summary panel.
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Review the coverage summary with the customer. If everything is correct, select Finish and Pay.

​Note: The customer must sign their quote before being able to collect payment. The customer's quote will be valid until two days before the first date of service on their opportunity. Once within two days of the first service date, coverage can no longer be finalized. To share the quote with the customer to allow them to sign the policy, select Share Insurance Quote located on the bottom right-hand corner of the Insurance Wizard screen.

Once the customer has signed their policy, payment can be collected. To collect payment select Continue to Payment. The payment information can be input by the customer or by the salesperson.
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After the payment information has been entered select Pay Now to capture the payment.

Related

High Value Items

Relocation Insurance Group FAQs

Share the Insurance Quote with the Customer