Once you receive your username and password from us, please review the following procedure and then proceed to the SLIQ button below to login and begin quoting!!!!
1) To begin a new indication, click on the green plus sign.
2) Enter the applicant’s policy information as requested, in all required fields.
3) In the upper right-hand navigation pane, click on “Rate”.
4) In the upper right-hand navigation pane, click on “Save a New Indication”.
5) In the upper right-hand navigation pane, click on “Request a Quote”.
6) An email box will pop up which is automatically addressed to firstname.lastname@example.org
a) There is a drop down menu in the CC field of the email where you can choose to cc your underwriter in the emaill.
b) Attach the application and any other documentation or information you would like us to review. * Note: we cannot provide you with a formal indication without an application.
7) Click “Send”. The email with the indication & attached documents will be sent to Surplus Services Insurance agency to be assigned to an underwriter.
8) After reviewing the indication your underwriter will then provide you with a formal quote.
9) In order to bind you will need to return the first page of the quote signed by the insured, with the effective date of binding, and the requested signed and dated documents.
Click the button to begin!!!!!