Share the Moving Insurance Quote with the Customer
The moving insurance quote wizard is designed for a salesperson from your moving company to complete while speaking with a customer. If you prefer to allow the customer to complete their policy on their own, that option is available. To share the moving insurance quote with the customer for them to complete on their own, follow the steps below.
Step 1: Select Share Insurance Quote.
Step 2: Select which contacts to send the insurance quote to and if you would like to send the quote by email or SMS message.
Step 3: Select Share Quote to send the quote to the desired recipient(s).
The Steps Your Customer Will Complete
The steps that the customer will complete are the same that a salesperson would complete on behalf of the customer. In both cases, the customer will be the one to sign and pay for the coverage. The salesperson can enter the payment amount on behalf of the customer if desired.
Note: For more detailed information on completing the Insurance Quote Wizard read: Creating an Insurance Quote
Step 1: Enter the minimum required coverage for the move. This number will be automatically filled in based on the size and weight of their shipment, but the customer can adjust this number if they wish.
Step 2 Select Choose Deductible under the deductible option they wish to select for their policy.
Step 3 List the high-value items that are included in the shipment. This will include any item that would cost $2,000 or more to replace. If an item is considered a work of art, instruct the customer to check the Art box.
Note: For more information on entering high-value items read: High Value Items
Step 4: Select Finish and Review.
Step 5: Instruct the customer to review their coverage and select Finish and Pay.
Step 6: Checkmark the box if they agree to electronic signatures.
Step 7: Sign the terms and conditions document and then select Next.
Step 8: Share with the customer that they should save a copy of the agreement for their records by selecting Save a Copy.
Step 9: Select Continue to Payment and enter the payment information.
Step 10: Select Pay Now.
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