A dec page, a forwarded email, a voicemail left on their lunch break. Start the quote from it, or attach it to the quote you’re starting, and the details come across with it instead of being typed in a second time.
Dec pages, ID cards, prior policies — PDFs, photos or scans of whatever the client actually sent you.
Upload a recording of the call, or a memo dictated on a phone. We transcribe it and read the transcript the same way we read a document.
Write or paste an email, a chat, or the notes you took on the call. Notes can go in alongside the files, or on their own.
Documents, a recording and notes can go in together. Whatever you happen to have is what you send.
Choose Start From Documents beside New Quote and drop in what the client sent. We read it and fill in the start of the quote — name, date of birth, address and lines of business — for you to check.
Already typing up a new quote? Its first screen has a Documents & Notes block. Attach files there and they’re read when you press Start Quote, with no separate screen to visit.
Whichever way you start, the documents are read once. Household members, vehicles, current insurance and home details come across into the quote.
Anything read from a document is labelled as coming from your uploads, so you can tell at a glance what came off the dec page and what came from somewhere else.
What you attached stays on the quote, open beside you while you work. You can go back to the dec page to check something instead of hunting for the email it arrived in.
It’s a head start on data entry, not a decision. Anything it got wrong is a correction you make as you work through the steps, the same as any other field.
There’s a step-by-step walkthrough in our support guides, including which file types work best and what to expect on the review.
Read the walkthrough