The QuoteRush Guide For Quoting Driver & Auto

QuoteRush Driver &Automotive Quoting Copyright © <2015> by <QuoteRush LLC>. All Rights Reserved.

QuoteRush Driver & Automotive QuotingTable of contentsSummary .......................................................................................................... 3Policy Information Tab ....................................................................................... 4Driver Information Tab ....................................................................................... 5Vehicle Information Tab ..................................................................................... 6Running Auto Quote .......................................................................................... 7Auto Quote History ............................................................................................ 8Additional Resources .......................................................................................... 9 2/9

QuoteRush Driver & Automotive QuotingSummaryIMPORTANT: You must create a new lead in the \"Client Information\" tab before moving to the \"Driver &Auto information\". The client information should reflect the policy holders identity.Welcome to QuoteRush driver & auto quoting! To start quoting auto, select a lead and then click the tab thatsays \"Driver & Auto Information\". It is pictured below. It is located all the way to the right of the tabs,second to last. 3/9

QuoteRush Driver & Automotive QuotingPolicy Information TabThe first step to quoting with automotive is to fill out as much information as possible. The \"PolicyInformation\" tab will be first. Go one field at a time, left to right, and then top to bottom, until you have filledin all available fields with valid information. Complete filling out the \"Policy Information\" tab and check yourinformation for entry errors. When you're finished, click on the next tab \"Driver Information\". 4/9

QuoteRush Driver & Automotive QuotingDriver Information TabAfter clicking the \"Driver Information\" tab you will be brought to a new section. At the bottom right side ofthe \"Driver Information\" section is a small button that reads \"Add Driver\" click this to begin adding yourfirst driver to the Policy. A new \"Driver Information\" window will appear. Fill out all available fields with themost accurate information you have available. At the bottom of the \"Contact & License Information\" is asmall button that reads \"Add Violations\". If you have violations in the drivers history click the \"AddViolations\" button and input all past violations. When you are done, review the information for accuracy andclick the \"Save\" button. 5/9

QuoteRush Driver & Automotive QuotingVehicle Information TabWhen you reach the \"Vehicle Information\" tab, click the \"Add Vehicle\" button in the lower right corner ofthe section. This will open up the \"Add/Edit Vehicle\" window. Fill this information out as completely aspossible for each vehicle you are adding to the policy and click the \"Save\" button. 6/9

QuoteRush Driver & Automotive QuotingRunning Auto QuoteOnce the policy information, driver information and vehicle information is complete we can run an auto quotewith our carriers. Start by selecting the \"Quoting Sites\" in the box on the left, and checking them off to addthem to the \"Selected Sites\" box on the right. These are the carriers that will be quoted. When you havefinished adding \"Selected Sites\" verify that the \"Drivers\" box down below has all the drivers you would liketo quote. Once you have verified all your information, press the blue \"Execute\" button on the right. A smallblue \"Info-box\" will appear and QuoteRush will begin quoting your policy with the selected carriers. Whenthe blue info-box turns yellow follow any instructions displayed in the box. 7/9

QuoteRush Driver & Automotive QuotingAuto Quote HistoryOnce you have run an auto quote through your carriers, you can click on \"Auto Quote History\" tab to viewthe results. Past results for the selected policy will be displayed as well. 8/9

QuoteRush Driver & Automotive QuotingAdditional ResourcesVisit \"www.QuoteRush.com\" and click the \"training\" tab. orVisit \"www.QuoteRush.com/newqr/learningcenter.html\"Training Videos- Installing, Configuring and Using QuoteRush. Just follow along with the simple step by step instructions.Allvideos are office friendly.Webinars- 4:00pm Mondays & Thursdays - Quoting Basics.- 4:00pm Tuesdays & Fridays - Handsfree & Quotebot.- 4:00pm Wednesdays - Open Format.User Guide- Additional PDF user guides are available covering all of the QuoteRush buttons & features.Support Line- If you experience issues, do not hesitate to call our tech support line. (866-688-9292) 9/9