This article explains how to create a Financial Lines new business quote on the DUAL WebRater. Two learning formats are available: a video demonstration with an in-depth walkthrough, or a step-by-step screenshot guide for quick reference.
Click play to watch a step by step video demonstration on how to create a Financial Lines new business quote.
Follow these steps to create a Financial Lines new business quote on the DUAL WebRater:
- Login to the DUAL WebRater
- Click 'New Quote' on the top right hand side
- Complete the Insured's basic information, then click 'Select Coverage(s) to quote'
- Choose the coverage(s) you would like to quote. In this example, we select Management Liability (ML), Professional Indemnity (PI), and Cyber Liability, then click 'Continue'.
- Complete all the 'General Questions'
- Continue to the next page and complete all the product specific questions
Management Liability
Professional Indemnity
Cyber Liability
- Continue through to the quote page, where you can review your premium and select your coverage(s) to bind.
- Once bound, you can download your policy documents directly from the DUAL WebRater, or they will be sent to you via email.
For further assistance, contact your local DUAL Underwriter or email [email protected].