9 tips to quicker quoting in TAP Sales

Save time by using these nine handy tips for a faster quoting experience while using TAP Sales:

 

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1. Always answer the first question on the Insured Information screen regarding the account status.

2. Only complete the required fields marked by an asterisk.

3. Take advantage of the field level helper text marked by the question mark.

4. Ability to complete a quick quote without the VIN, if not available.

5. Take advantage of Coverage to Consider recommendations on the quote summary screen.

6. TAP Sales provides the ability to quickly change coverages on the Auto Coverages screen and to re-rate right on that screen.

7. Use the hyperlinks on the Quote Summary page to quickly navigate back to a specific screen.

8. Always follow the on-screen prompts, messaging and menu options. TAP Sales provides the user with robust navigation information. Informational messaging displays in a blue box.

Auto Quote Summary Screen – Eligibility Messaging

Next step options at the bottom of the Auto Quote Summary Screen for a Connections auto quote.

Next step options at the bottom of the Auto Quote Summary Screen for a Platinum auto quote.

9. Use our prefill options to populate data:

1) Direct Entry – insured info page Vendor Prefill – available on auto and home

2) Options to prefill account and related data into additional lines of business:

a. Umbrella – from Platinum or Connections Auto quotes

b. Watercraft and/or Motorcycle

3) If putting the same physical damage coverage on all vehicles, use the Copy Vehicle 1 coverages to all vehicles button: