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Online Homeowner Quoting Improvements

Prompted by agent suggestions, we have made changes to improve the process and efficiency in completing a homeowner quote.

 

The requirement of selecting multiple choices (radio buttons and buttons) to make one selection has been eliminated.  You'll no longer need to select your choice of action along with a specific quote, dwelling, endorsement or scheduled property and then select “Submit.”  Each selection is now a single button.

The dwelling detail page has been streamlined by eliminating processing through multiple screens followed by returning to the Dwelling Selection page.  Now once you have selected to change or add a dwelling, you'll enter the information and choose “Submit”, the program will process and re-load the current page with the new information and premium.  You'll no longer be directed to a confirmation page and then be prompted to return (also including the endorsement and scheduled property areas).  Also, on that page you'll now have the options for “Endorsements”,  "Scheduled Property", and “View Completed Quote” (which always opens in a new window). Having the “View Completed Quote” button will allow you to easily offer your client multiple quotes with different limits very quickly.

You'll also no longer have to process through an existing quote in order to print it.  There will be a "Print" button along with "Edit" for each quote when looking up a previous quote.  By selecting "Print" on the list screen, you'll bypass entering the quote and then selecting "View Completed Quote".  The current screen will open in a new window and then can be printed.

   
   
  Please contact Jenny @ jelietz@wiins.com with any questions regarding these changes.
     

 

 

 

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Wisconsin Mutual Insurance Company
8201 Excelsior Dr
Madison, WI  53717
(608) 836-4663
(800) 831-5959