How can I find the correct business operations or class code to use?

Edited

Overview

Watch a demo

Step-by-Step Instructions

FAQs

Additional Resources

Related Articles


Overview

Pathpoint agents can quickly confirm whether your client’s operations are covered by using our discovery tool. Streamline quoting by searching for business class selections, which saves time, minimizes errors, and boosts efficiency.


Watch a Demonstration

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Step-by-Step Instructions

Be confident in determining the correct business class with our discovery tool.

  1. Click Start Submission to begin

  2. Search business operations by entering keywords or business operations, then clicking the arrow. Find common searches are listed below for easy selection.

    Pathpointer: Already a pro? Click “Select from coverage offerings instead” below the image.

  1. After clicking the arrow, browse verticals and class codes based on your input.

  1. Select a vertical/class to view appetite details. Need to switch?

    Pathpointer: Need to switch? Click Back to explore other options.

  2. Once you’ve made your selection, click Create Submission in the bottom-right corner.

  1. Next, you will be taken to the Class of Business page, where our intuitive tool pre-selects a class based on your search. Modify or add additional classes as needed.

  1. Then, complete the submission questions to generate a quote.


FAQs

Can I select a vertical without a class code?

  • Yes! Click Select under the vertical to proceed. You’ll still see an appetite summary, but classifications won’t be included.

What if I don’t see the right class or vertical in the results?

  • Try refining your search terms or checking the common searches below the search bar for helpful suggestions.

Can I go back and change my selection?

  • Yes, click Back anytime to return to the vertical/class options and make a new selection.

What if I don’t know the exact class code?

  • No problem! The Pathpointer Discovery Tool will guide you with the relevant results based on your search terms.

Can I add multiple class codes to one submission?

  • Absolutely! You can add as many classes as needed on the Class of Business page before finalizing your submission.

Do I have to review appetite summaries for each class?

  • While it’s optional, reviewing appetite summaries ensures accuracy and helps you confirm that the client’s operations are in scope.

What if I select the wrong vertical?

  • Simply click Back and choose the correct vertical or class from the results.

  • Skipping class code selection allows flexibility if you need to quickly review appetite summaries for a vertical without committing to a specific classification.


Additional Resources

Discovery Tool Help Guide


Related Articles

How do I quote business with Pathpoint?

How quickly can I get a quote from Pathpoint?

Can I edit or resubmit after a declination?

What happens if I edit a quote?

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