Quoting Preferences

Quoting Preferences are your agency's starting point for new quotes. Set coverage defaults and policy start dates for each line you write, then adjust them on an individual quote when needed. Auto and home coverages are set per state; renters and condo also have agency-wide contents defaults.

Open Quoting Preferences

1. Once logged into Quotamation, click Settings on the panel on the left side of the screen
2. Under Agency Settings, click Quoting Preferences

You'll see Auto Quotes and Home Quotes. Agencies using a supported QuinStreet connection also see Renters Quotes and Condo Quotes. You set each line on its own.

Set When New Policies Start

Each available line has a Quote Defaults card. Under Policy Start Date, choose how many days after today new policies should start, from 1 to 30 days. Click Save on that card. It applies across states for that line, and until you change it, new quotes start 14 days out. You can still change the date on any quote.

Choose an Auto Policy Term

For a supported QuinStreet auto connection, the Quote Defaults card also has a Policy Term choice: 6 months or 12 months. Choose the term your agency normally requests, then click Save on the card. The initial default is 6 months.

You can choose a different term on an individual auto quote. This is the term requested from carriers; review the term shown with each returned quote.

Set Your Auto Defaults

1. Click Auto Quotes
2. For QuinStreet connections, set Vehicle Details in Quote Defaults and save that card
3. In the state coverage section, pick a state. You set coverages one state at a time; use Add State if needed
4. Choose the coverages for that state, then click Save in the coverage section
5. Repeat for each state you write business in

The options shown depend on your rating connection. A connection without state-specific settings shows its own default coverages in the Auto Quotes card.

Set Your Home Defaults

1. Go back to Quoting Preferences and click Home Quotes
2. For state-specific settings, pick a state from the dropdown. Use Add State if needed
3. Choose your default coverages for that state
4. Click Save in the coverage section
5. Repeat for each state you write business in

Set Your Renters and Condo Defaults

1. Open Renters Quotes or Condo Quotes, if available for your agency
2. In Quote Defaults, set Personal Property (Coverage C) and Loss of Use (Coverage D). Loss of use is a percentage of personal property
3. On Condo Quotes, also set Walls-In Dwelling (Coverage A). This amount is used when a condo quote has no walls-in amount
4. Click Save on the Quote Defaults card. These defaults apply across states for that line
5. Review the state-specific coverage section below and save those changes separately

Contents and walls-in amounts can still be changed on a quote. These defaults do not make an unsupported carrier or state available.

Quoting Preferences live under Agency Settings, so they apply to your whole agency. If you don't see Agency Settings, you're set up as a regular user, and an admin can update these for you.