Quoting
Why are there multiple options under Retail & Services?
In Retail & Services, agents are presented with three quoting options. For each option, all categories are eligible for quoting except for food trucks...
How do I answer this question? "Does the protected personal information records the Applicant stores, collects, transacts, accepts, transmits, handles, or processes include any of the following types of information?"
Most companies accept credit cards for payment, but that’s not what this question is asking. If your client has a payment processor, they built it the...
How do I determine Replacement Cost?
The replacement cost is not the same as the property's market value. The market value reflects what a buyer would pay for the property, while the repl...
Can I quote anything with out submitting signed documents, like a W-9 or E&O?
Yes! You don't need to submit any documents to get a quote. The only thing you'll be required to do before quoting is create an account , which will ...
How do I quote business with Pathpoint?
Watch a demo See step-by-step Instructions Related Articles Quoting business with Pathpoint is fast and simple! Watch the demo below to see for yourse...
How do I measure distance to coast?
What is Pathpoint's referral process?
Pathpoint always strives to provide the best chance to quote, but sometimes businesses are out of our carrier appetite. In those cases, our goal is to...
Will I need an ACORD form or other documentation?
Pathpoint gives you options. You aren’t required to have any documents to quote. If you do have ACORDs, you’re able to upload them at the beginning o...
How quickly can I get a quote from Pathpoint?
It takes 7 minutes to complete a submission on our platform, although it can vary based on the product. If the submission is not eligible for instant...
How do I review the available markets for my submission?
Watch this video to learn how to review the available markets for your submission.
Quoting property with cannabis exposures
The video below shows a quick demo of a monoline property submission for a cannabis exposure. The biggest thing to note is that there are new attribut...
How do I add multiple locations?
Watch this video to learn how to add multiple locations.
Can I download the submission overview or print/download applications?
For contractors, the Pathpoint Supplemental that is available in the binding workflow (Click on ‘Choose Option’ in the quote review page) contains all...
How do I update effective dates for existing quotes?
Watch the video to learn how to update your effective dates for existing quotes.
What does Quote Not Delivered mean?
Quote Not Delivered indicates that one or more carriers would require additional review in order to determine if they are in appetite to quote a submi...
What's the endorsement for Additional Insureds–Owners, Lessees or Contractors–Completed Operations ?
Watch this video to learn more about the endorsement for Additional Insureds–Owners, Lessees or Contractors–Completed Operations.
Can I edit the ACORD form?
Yes, in the upper right-hand corner, select the option to 'Edit Submission'. You can make changes, and then resubmit with the new information. Your pr...
How do I add multiple tenant types?
Watch this video to learn how to add multiple tenant types.
How do I add multiple class codes?
Watch this video to learn how to add multiple class codes.
Which endorsements are available with Pathpoint?
The following endorsements are available to add to your general liability, property, and package quotes: Endorsement Vertical Purpose Will add premium...
What types of submissions will lead to an instant-quote for cannabis, CBD or related applicants?
Cannabis property exposures: The building must be used for the purpose of legal marijuana distribution/retail (a dispensary). Any illegal states for c...
What does it mean by "subcontractor's exposures as a dollar amount" in the Exposures screen?
The question in the Exposures screen is asking what your clients are paying their subcontractors.
How do I know if a quote is ready to bind?
Instant quotes through our platform are bindable. Terms will not change for applications with correct and complete information.
How long is my quote valid?
It can vary based on coverage and carrier, but a general rule of thumb is 45 days.
What are fillable ACORD forms?
ACORD forms are a standardized method of exchanging client information between insurance agents and carriers. They include the necessary details about...
How do you handle blocking markets?
Most of our markets do not block instant quotable accounts. Our brokerage markets may not quote an account for Pathpoint if it has already been quoted...