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            • Policy Requoting
            • How do we know quotes are accurate?

            How do we know quotes are accurate?

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            Quotes are only as good as the data provided to them. We pull data directly from your AMS to reduce errors and ensure consistent inputs. For most carriers, final quotes are validated in the carrier portal, so you will have verified quotes in the portal upon completion.
            We only grab data from Epic. For items not present, we apply common defaults that can be verified in the carrier portal prior to binding. Examples include:

            • Education level: high school
            • Employment: generic “admin role”
            • Ownership of vehicle: look at prior policies to infer; otherwise, default to 5 years
            • DOB & DL#: these download into Epic and are critical inputs; without them, a quote may not return
            ensure validity

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