Start the Quote From What the Client Already Sent You
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.
Less to type. More to work with.
The details on a dec page become a starting point you can review.
Company
Homeowners Policy
Declarations
- Named Insured
- Jordan Taylor
- Agency
- Example Insurance Agency
Residence Premises
123 Example Lane
Owner-Occupied · Primary Residence
Property Details
- Year Built
- 1998
- Square Footage
- 1,850 sq ft
- Construction
- Frame
- Roof Material
- Asphalt Shingle
QuotamationQuote DetailsA Head Start on Your Next Quote
Review the details from your documents.
- Client
- Jordan Taylor
- Property Address
- 123 Example Lane
- Year Built
- 1998
- Square Footage
- 1,850 sq ft
- Construction Type
- Frame
- Roof Material
- Asphalt Shingle
Check, correct, and fill in anything missing.
- 1 Add a document, recording, or notes
- 2 Review the extracted details
- 3 Continue your quote
What You Can Attach
Documents
Dec pages, ID cards, prior policies — attach PDFs, JPG or PNG images, or text and Markdown files. Keep the source alongside the quote as you review.
A Voice Memo
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.
Notes on Top of All of It
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.
Bring the Sources Together
Combine up to five files, including audio, with pasted notes. The walkthrough covers file sizes and reading limits so you know what to attach.
How It Fits Into the Quote
Start From the Documents
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.
Or Attach Them as You Go
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.
Read Once
Whichever way you start, the documents are read once. Household members, vehicles, current insurance and home details come across into the quote.
See Which Details Came From Your Uploads
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.
The Documents Stay With the Intake
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.
Everything It Fills in Stays Editable
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.
See How Much of Your Next Quote Is Already on the Page
Try starting from a client's documents, or book a demo of the upload, review, and quoting workflow.
Document extraction is included in Plus and Enterprise. Review the extracted information before requesting quotes.
Read the Document Walkthrough