Quote from documents

Start a quote from a dec page, a pasted email, or a call recording, and let the details come across instead of typing them in a second time.

Two ways to use it

• Start from documents. Upload what the client sent before anything else. We read it and fill in the first screen of the quote for you to check: the client's name, date of birth, address, and lines of business
• Attach documents to a quote you're starting. Type the first screen yourself, and add documents and notes on the same screen

Both take the same files, and either way the documents stay attached to the quote.

If you don't see either option, document reading isn't switched on for your agency. Contact your account manager to have it enabled.

What you can attach

Documents

Drop files onto the upload area, or activate it to browse. Accepted document types are PDF, JPG and PNG. Dec pages, ID cards and prior policies all work well.

You can attach up to 5 files in one go. That limit counts everything you attach, audio included, so four documents and a voice memo is a full submission.

Documents share a combined budget of 23 MB. Audio doesn't count against that budget (see below).

An audio recording

Upload a voice memo or a call recording, up to 25 MB for the file. You can't record inside the browser: record it on your phone or your phone system, then upload the file like any other attachment.

We transcribe the audio first, then read the transcript the same way we'd read a document. Remember that the recording still uses one of your five attachments.

Notes

Below the upload area there's a notes box. Write or paste an email, a call summary, or the notes you took while you were on the phone. Text is capped at 50,000 characters.

Notes don't count against the 5-file limit, and you can send notes on their own without attaching anything.

Start from documents

1. Click the arrow beside the blue New Quote button, either in the left-side menu or above the Quotes list, and choose Start From Documents
2. Add your documents, recording, or notes
3. Click Read Documents. The button reads Reading Your Documents… while it works. This can take a minute or two, and longer for audio
4. The first screen of a new quote opens with the client's name, date of birth, address, and lines of business filled in from the documents. A note at the top reads We filled these in from your documents. Check them before starting the quote. If something couldn't be found, the note says so, and you fill in the rest
5. Check the details, then press Start Quote

The documents aren't read a second time. Everything else they held comes across when the quote starts: household members, vehicles, current insurance, and home details. Our standard data lookup then runs on the details you confirmed.

If the documents can't be read at all, you'll see We Couldn't Read Your Documents, and the first screen opens empty for you to fill in. The documents are still attached to the quote.

Attach documents to a quote you're starting

Start a new quote and look at the first screen. Below the client details there's a block headed Documents & Notes. Attach your files and notes there.

Press Start Quote. While your files are being read, the button reads Reading your documents….

Reading and creating the intake happen in one step. There's no separate draft screen to approve first. You land in the normal quote flow with whatever could be read already filled in: household members, vehicles, current insurance, and home details.

This way, the insured, the address, and the lines of business come from what you typed on the first screen, not from the documents.

If a document can't be read, you'll see a short message, We couldn't read your files — Continuing with standard lookup, and the quote carries on as a normal quote. Nothing is lost and nothing stalls. You fill in the details yourself, or from our standard data lookup, exactly as you would have before.

Check what came across

Whichever way you started, every field remains editable. Work through the steps as you normally would and correct anything that didn't come across the way you expected. This is a head start on data entry, not a substitute for reading the quote before you send it.