ipfs.com| Create a New Quote

Creating a new quote is simple. 

Select to receive onscreen guidance

Associated Entity is available when working with multiple logins. Choose the entity to work with from the dropdown. Note: some dropdowns include ALL entities to view data across all locations.

1. Agent information is displayed. An agency can be selected if you quote program business. 
2. Enter all the Insured details, including the email address. Sign up the insured for the cancellation warning email or text [Learn more herehere ] and the welcome letter email or text.
   1. Use the preferred address if the address standardization window appears.
   2. Tip: If the insured already has an agreement with IPFS you can choose the insured from the drop-down and edit the insured to add the email, phone and cancellation warning or text if not visible.

   Cancellation Avoidance Features - Avoid insurance coverage disruption with timely payment due date reminders, cancellation notices via text message and email, impending cancellation reports provided to agents, and the ability for agents to place accounts on hold to delay cancellation.

3. Review the program details.

   1. Choose the preferred billing type, unless you have defaulted a billing type in your Settings > My preferences. 

   2. The Program Name defaults based on the Loan Type.

      1. If quoting personal lines update the Loan Type.

      2. If eForms by Insured Account is the eForm preference, it will default to setting the admin selected. You can add or update this by choosing expand. 

4. Enter the Policy Details.

   1. Policy # - Enter the current year policy number. If unavailable leave this PENDING to trigger a follow up for the number.

   2. Taxes and Fees must be separated from the Premium. Fees are not refundable.

   3. Minimum Earned and Cancel days should mirror what is on the policy and are critical fields for the underwriting of the loan.

   4. Preferred list contains frequently used Companies and General Agents that are listed on current Accounts.

      1. Go to Settings > Preferences > Quote preferences to set a default Company and GA.

5. Choose Save Policy or choose Save & New Policy to add another Policy.

   1. Reset is available to start over.

6. Review the underwriting results and edit if needed.
   1. The beginning payment date, down payment and number of installments will default based on the effective date, policy type(s) and provisions and the agreed upon program.
   2. Changes to the underwriting may trigger an exception for the branch to review.
7. Save the Quote.
8. Complete the eSign and Down Payment process. eSign options

The information contained herein is confidential an proprietary. Recipients will respect the confidentiality of this material and not disclose to any third party any of the contents of this document without first obtaining written approval from IPFS.  Copyright © 2023 IPFS Corporation. All rights reserved. 02/11/26