Start Guide

New to Quotamation? This guide covers the essentials you'll want to set up first, plus the basics of logging in and getting help.

Logging in

1. Go to Quotamation
2. Click Login
3. Type in your email address and password

Before you get started

Before you can get up and running on Quotamation, here are the essential things you'll want to do:

• Go to Settings → Agency Details and add the states you want to do business in
• Go to Settings → Quoting Preferences and add default coverage limits for both Home and Auto
• Go to Settings → Carrier Credentials and start adding the carriers you want to quote

Most carriers require a username, password, and agency code, so please have these handy if you haven't already entered them.

Edit your agency details

1. Once logged into Quotamation, click Settings on the panel on the left side of the screen
2. Go to Agency Settings
3. Click Agency Details
4. Make any updates you need
5. Click Save when finished

Connect your integrations

1. Once logged into Quotamation, click Settings on the panel on the left side of the screen
2. Go to Agency Settings
3. Click Integrations
4. Click the integration you'd like to connect
5. Type in your username and password for that integration

Trouble logging in?

1. Are you using the correct email address?
2. Did you forget your password? If yes, click Forgot password?
3. If neither of those resolves the issue, reach out to support@quotamation.com for support