Achieve eSignature Licitness for Notice of Promotion in Canada

How to eSign a document: e-signature licitness for Notice of Promotion in Canada

welcome to the easy links course for consumer quoting admins consumer quoting allows agency website visitors to submit quotes directly to your carriers here we'll show you how to update your consumer quoting portal settings so let's get started you can access your consumer quoting settings by hovering your mouse over the settings icon and clicking on consumer quoting next you'll select your quoting portal from the drop down menu if you have an option for a quoting portal ending in dash ai please do not select that as that is for testing in the new leads notification tab you can choose who is assigned to new leads from the cq portal by selecting them from this down box and checking whether you would like for them to receive email notifications alerts and easy links or both if you would like other agents to receive email notifications you can check the box next to their name here or enter an email address in this field and click the plus button to add the email address if you'd like to remove an email address just click on it then click the minus button you can select additional users to receive notifications for new leads in easylinks by checking the box here once you've updated your lead notifications click update next we'll go over setting up your rating states for your cq portal click on the rating states tab to access your settings here you can select if you'd like to set the rating states for each line of business individually or for both lines of business from this drop down menu you'll notice that the rating states available to your agency will be highlighted in green click on the box next to the state to enable or disable rating for that state once you're done updating your rating states click save next let's choose the carriers to rate in the states we've just set up by clicking on the carrier selection tab here you'll click on the tab for the state you'd like to set carriers for then click on the box next to the carrier then click on the line of business you would like for the carrier to rate through consumer quoting you'll need to go through each state tab to set the carriers and lines of business please note that not all carriers participate in rating through consumer quoting so you may not have all of your carriers or lines of business available in the carrier selection tab once you've made all of your updates click save if you'd like to see which carriers are available to rate through your cq portal you can hover your mouse over the support icon and click on carrier library then click carrier library here in the pop-up window you'll need to filter by the state or carrier then click search if the column cp live enabled shows a yes then that carrier rates the respective line of business in that state if it shows no then that carrier is not available to rate through the cq portal for that line of business in that state back in consumer quoting next you'll need to set carrier default responses for any carrier questions that might be necessary to receive a quote through consumer quoting to do this click on the carrier defaults tab if a user at your agency already has carrier default set and you'd like to use their settings you can select them from the drop down menu click apply then click ok in the pop-up window please note that this will overwrite any carrier defaults you may have already set here to manually update your carrier defaults you'll need to click on the state tab then the line of business tab next scroll down and click modify defaults here you'll set your answers then click save defaults if you would like to clear all of your carrier default questions you can click reset defaults then ok to start over please note that all carrier default questions must be answered to receive a quote from a carrier through consumer quoting next click on your preferences tab to set some additional features for your consumer quoting if you would like to disable quoting for customers with no prior insurance you can click enabled here disabling this will allow the customer to proceed with their quote here you can choose which fields your customers can answer when entering their information through consumer quoting please note that there are three sections here general home and auto you can move a hidden field by clicking on it then clicking the single left arrow if you'd like to move all of the fields you can click the double left arrow to make a visible field hidden you'll click on the visible field then click either the single or double arrow to move one or all of the visible fields please note that for any fields that are set to hidden you'll need to provide a default answer here by choosing it from the drop down menu under the general preferences you can check here to run your agency's cq portal in an iframe this is suggested to improve compatibility with your customers browsers but isn't required you can upload your own custom agency logo to be displayed on your consumer quoting portal by clicking here before uploading your image please note the size restrictions listed under the tips when you're ready to upload your image click browse in the file upload window you'll browse to the file you'd like to upload then click open here you can crop your image to a new size by using your mouse to highlight the area you would like to keep once you've cropped the area click next you'll be provided with a preview of your cropped image that will be used if the image size is incorrect you can click back to crop the image again or if it looks good then click done to finish uploading the image you'll see the image here once it is uploaded if you'd like to use this logo in the client center you can click yes here if you'd prefer to use a different logo you can click no then click upload client center logo and follow the same steps as before to upload a different logo for your client center please note that after uploading your image you may need to refresh your web page to see this updated mobile allows your customers to receive quotes through their mobile devices we've enhanced easylink's consumer quoting to detect mobile devices and automatically switch to the mobile version of the quoting form here you'll have the option to set your cq portal's mobile theme you can see examples of what the themes look like by clicking here to open the examples in a new page click here to select your theme from the drop down menu then click update to save the changes made to your preferences tab please note that if you do not have the option for mobile quoting available please contact customer support to assist with turning on mobile quoting for your agency this concludes the video for consumer quoting admin settings you should now know how to update your lead notifications rating states carrier selection carrier defaults upload an agency logo and set your mobile consumer quoting theme