Creating a Quote
Create and send a new quote.
Start a new quote in a couple of clicks.
Create a quote
- Once logged into Quotamation, either click the blue New Quote button in the left-side menu, or click Quotes in the left-side menu and then click the blue New Quote button
- Choose whether you're creating a Home & Auto Quote, Home Quote, or Auto Quote
- Enter the basic information needed
Adjust your quoting preferences
- Once logged into Quotamation, click Settings on the panel on the left side of the screen
- Go to Agency Settings
- Click Quoting Preferences
- Select either Auto Quotes or Home Quotes, depending on which you want to update
- Click Save Changes after making adjustments