Purchase a Quote

From the quote screen, you’ll simply click on the “Purchase” button (see image below) and answer a few final questions about the business.

Then you’ll provide payment information and your client will receive an email asking them to approve the purchase of their quote. Once your client approves the purchase, the quote is considered bound. 

The applicant’s email is required to collect a digital signature to create a valid contract. Using any other email will require a cancel/rewrite. We’ll use this email to communicate important policy information and time-sensitive notifications, which you’ll be copied on.

Updated November 04, 2024 03:15