Quotes

Learn all the ins and outs of generating a quote

Joshua Motta avatar John Roberts avatar Wilson Zhao avatar +3
21 articles in this collection
Written by Joshua Motta, John Roberts, Wilson Zhao and 3 others

How do I archive or hide my quotes?

Clean up the clutter of multiple quotes under the same account after binding a specific quote
Ketan Nayak avatar
Written by Ketan Nayak
Updated over a week ago

How do I know whether my quote is an admitted or surplus lines quote?

Wilson Zhao avatar
Written by Wilson Zhao
Updated over a week ago

How do I obtain an admitted quote?

We now offer admitted quotes in select states
Wilson Zhao avatar
Written by Wilson Zhao
Updated over a week ago

Why can't I obtain an admitted quote?

Learn about the reasons why we can't offer an admitted quote
Wilson Zhao avatar
Written by Wilson Zhao
Updated this week

Adding Commission, Fees, and Taxes to Quotations

Streamline quote presentations by automatically adding commission, fees, and taxes
Jen McPhillips avatar
Written by Jen McPhillips
Updated over a week ago

Bulk Quoting with Coalition

Everything you need to generate bulk quotations
Jen McPhillips avatar
Written by Jen McPhillips
Updated over a week ago

Gross Profit / Net Revenue

Gross Profit / Net Revenue provides Coalition a better exposure rating basis to more accurately assess risk.
Shawn avatar
Written by Shawn
Updated over a week ago

How to create new options from existing quotes

Easy to generate as many different options as you need for any company
John Roberts avatar
Written by John Roberts
Updated over a week ago

Entering multiple website domains for quotes

Tips for entering domains and websites for quoting
John Roberts avatar
Written by John Roberts
Updated over a week ago

Single-page quote form

How do I quote even faster with Coalition?
John Roberts avatar
Written by John Roberts
Updated over a week ago

Our "Application": What information do I need to quote a policy with Coalition?

Everything you need to complete Coalition's cyber insurance and/or technology errors & omissions application.
Shawn avatar
Written by Shawn
Updated this week

How does Coalition support Broker of Record (BOR) designations?

Learn about Coalition's Broker of Record process
Wilson Zhao avatar
Written by Wilson Zhao
Updated over a week ago

How do I bind a Coalition quote?

Simple instructions for brokers ready to bind a quote into a policy
John Roberts avatar
Written by John Roberts
Updated over a week ago

My client's industry isn't listed, what do I do?

Learn what to do if you can't find an industry classification that matches your client's business
Wilson Zhao avatar
Written by Wilson Zhao
Updated over a week ago

How do you know how much insurance other companies are buying?

Learn how to select appropriate coverages and limits for a company
Joshua Motta avatar
Written by Joshua Motta
Updated over a week ago

What if I don't have the answers to some of the questions?

Joshua Motta avatar
Written by Joshua Motta
Updated over a week ago

What information about prior incidents is needed for quotes?

Checklist for detailing prior claims when quoting
John Roberts avatar
Written by John Roberts
Updated over a week ago

Why does Coalition need to know whether a company uses disk encryption?

Learn more about how we underwrite and rate our insurance coverages
Joshua Motta avatar
Written by Joshua Motta
Updated over a week ago

Who needs to be listed on the insurance policy? Should subsidiaries be included?

Joshua Motta avatar
Written by Joshua Motta
Updated over a week ago

Why doesn't a company qualify for Coalition's insurance if they qualify at other insurance companies?

Learn about how we underwrite policies in order to determine eligibility
Joshua Motta avatar
Written by Joshua Motta
Updated over a week ago

Can I get a Coalition quote through my broker?

Learn how you can work with a broker to get a Coalition quote
Shawn avatar
Written by Shawn
Updated over a week ago