How do I quote business with Pathpoint?
Edited

Watch a demo

See step-by-step Instructions

Related Articles


Watch a demo

Quoting business with Pathpoint is fast and simple! Watch the demo below to see for yourself:


Step-by-step Instructions

  1. If you haven't already, create an account with Pathpoint. Visit www.Pathpoint.com and click "Create an account".

  2. Choose your vertical and coverage type. Pathpoint's verticals and coverage types include Contractors GL and Excess, Lessor's Risk GL, Property and Package, Vacants GL, Property and Package, Monoline Property, Restaurants GL, Property and Package, Manufacturing GL, and Cyber.

  3. Answer the questions throughout the application. If you run into any unknowns along the way, utilize the support live chat using the icon on the bottom-right of your screen. Live chat is available Monday through Friday, from 9 a.m. to 8 p.m. EST.

  4. Review your submission for accuracy, then submit to selected markets. You'll also see an indication of whether your risk will be quoted instantly, referred, or declined.

  5. Review quotes status. If your risk was able to be quoted instantly, you'll see all available quotes on your screen! If your quote was referred, you'll be hearing from an underwriter with more information soon. 70% of referrals are addressed by an underwriter within four business hours. If you're waiting longer than four business hours, we may be waiting on a carrier for more information on whether they'll quote your risk or not.

  6. Request to bind. Once your quote is accepted by your client, you can request to bind business right there inside Pathpoint! To see how to submit your first bind request, click here.


Related Articles

How quickly can I get a quote from Pathpoint?

How do I review the available markets for my submission?

Can I download the submission overview or print/download applications?

How long is my quote valid?