DOCUMENTATION

This video demonstrates how to create personal lines quote proposals with GravityCerts. It includes how to add your Loom quote video, how to send the proposal to the client, and what the client sees when viewing the proposal. The video also shows what the email notification to the client looks like, and how the client moves forward to purchase the policies.

Timestamps:

1:17 – Adding Client Information
2:50 – Choosing Lines of Business
3:48 – Adding Loom video URL
4:57 – Adding a Property for Homeowners Quote
5:55 – Adding an Additional Property (ie ADU, Granny Unit, Casita, Ohana, etc.)
8:40 – Hurricane, Flood, & Earthquake Quotes
10:52 – Auto Quotes
11:39 – Motorcycle Quotes
11:50 – Life Quotes
12:07 – Umbrella Quotes
12:32 – Viewing Proposals
14:07 – I Want To Move Forward Button
15:18 – Ask Question Button
16:25 – Sending Proposal to Client
17:08 – Proposal Email Sent to Client
17:48 – Client Login to Proposal
18:35 – Client Clicks I Want To Move Forward