Embedded Files
The Application is what a quote turns into to collect more policy details, this is the final stage before binding. The application is guided in Pulse by the left grey menu, each tab will ask for additional information, we recommend to answer in order and press continue to save and continue the flow all the way to binding.
This is what follows a Minute Quote, it will go more in depth to collect complete information for the customer to bind the policy. An "A" will be assigned at the beginning of the transaction number.
CUSTOMER DETAILS
CUSTOMER DETAILS
Confirm: effective date, home/mailing address, email, and ph#.
Garaging address must be a physical address and it can not be a PO Box.
Coverage
Coverage
Liability Bodily injury and Physical Damage
Uninsured, Underinsured Motorist
Personal Injury Protection
Notice: Physical Damage, Rental and Towing are options available under the "Vehicle Details" tab.
Driver
Driver
Include all drivers over the age of 16 who will be operating an insured vehicle. Include all household residents who will be driving an insured vehicle. Include the spouse of every driver if they will drive an insured vehicle.
Exclude other vehicle owners, anybody over 12 not driving and living at home with the main insured, and spouse if not driving.
VEHICLE DETAILS
VEHICLE DETAILS
Add vehicle in case of a new vehicle needs to be added
Confirm info: License Plate, Alternate garage Location if applicable, custom equipment up to $1,500. loss payee (lien holder) provides an automated list of potential lien holders or enter your own.
Confirm coverage: All these can be customized per vehicle Roadside Assistance, rent & tow.
A per section 7 of Pronto's UW Guidelines, it is required to upload the pictures of every physical damage vehicle before binding. If the pictures are not uploaded at this stage, an error message will not allow for binding until at least two pictures for each Physical Damage policy are uploaded.
Process updated 8/2021
DISCOUNTS AND AUTOPAY
DISCOUNTS AND AUTOPAY
Multicar
First Renewal
Pay in Full
QUESTIONNAIRE
QUESTIONNAIRE
All answers must abide by the UW Guidelines. If an answer is not satisfactory more information may need to be provided or the risk may result ineligible. Have your customer answer all questions, if the risk is ineligible producers are asked to desist from writing the policy with Pronto and choose a partner carrier that can accept the risk.
Questionnaire is up to date as of 8/2021
For more information cross reference each question with its Underwriting purpose, see table below.
BUSINESS RULE
BUSINESS RULE
Code utilized by the Underwriting Department.
PREMIUM
PREMIUM
Summary of premium divided by coverage and vehicle on the policy.
PAYOR
PAYOR
Premium due schedule
Play audio to comply with the SB1567 on an endorsed policy.
Change plan will allow for a last minute switch between installments and a paid in full.
"Play Audio" provides verbal disclosure of Senate Bill 1567.
DOCUMENT
DOCUMENT
Drag and drop files to attach to the policy
Pictures
Drivers License
Proof of ownership
Signed application
PRINT PACKAGE
PRINT PACKAGE
Print Declarations, Insurance Card, RSA Membership, etc.
All pending signatures will have a "Sign Now" blue notice.
Collect e-signature confirmation.
Documents with "Sign Now" represent pending signatures.
From the "Full List" option on the top right menu, all documents are visible and they may be re-emailed or printed for a wet signature.
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