How email quoting works

Answers: What is email quoting? What can I do with it? What comes back when I use it? Do I need to log into anything?

Quoting from your inbox

Email quoting turns an email about an insured into carrier quotes, delivered directly to your inbox. There is no system to log into: your inbox is the whole workflow.

Two ways submissions start

• You send one yourself. Email the details of a single insured to the quoting inbox and work the results from the reply. See Sending a submission by email.

• Your office sends a list. A manager sends a spreadsheet of accounts (e.g., a renewal book) and each account's quotes are emailed out individually. If you are receiving quotes that you didn't personally request, this is why. See Receiving quotes from a batch.

What comes back

The results email lists each carrier's response with its premium, status, and quote documents. It also attaches a coverage comparison you can share with your client to quickly compare each quote. Alongside it is the information that was sent to carriers, including gaps that were filled with assumptions and values extracted from your submission. See Reading your quote results email.

Quotes are indications until you confirm them

Carriers quote from the information provided, with unanswered underwriting questions filled by defaults. Treat the results as indications: review the extracted information, confirm the assumed values with your client, and reply with corrections before you present or bind. Working with the AI covers how to get the best results.

The thread is the workflow

Everything about one insured lives on one email thread. Reply to answer questions, correct details, or request different limits — the full conversation is re-read every time, so you never resend what you've already provided. For a new insured, start a new email.

Before your first submission

Your sending address must be registered before submissions are processed — see Getting set up.