Setting up a Rater
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Setting up a Rater |
When Elephant shows on your panel of rates, you will bridge over to our quote journey to answer a few additional questions and can bind the policy. When you transfer over your agent ID will credential behind the scenes in the transfer process. No need to create or remember any passwords for this.
If Elephant does not return a rate, this is due to them not qualifying for a quote at this time. This can be based on a number of reasons including zip code.
EZ Lynx
If you are using EZ Lynx, your agent number is your email address and there is no password. You must also select yes for the question, 'Does the agent want the applicant email to bridge to all carrier sites?'
Add carrier in EZlynx:
Add email as your username
Under the Carrier Questions tab in the Carrier Quoting Setup. Your Agent Number is your email address.
Open up a quote
On the Rating page: Make sure that Elephant is selected
On the Policy Info page: Select “yes” to bridge to all carrier sites
On the Carrier Questions page: You will use your email address for agent number. If "Email Address" shows here it's for the customer's email. You may have to unselect "Hide Prefilled Answers" to view these spaces.
For EZ Lynx support, call 877-932-2382 or email support@ezlynx.com
ITC/Turbo Rater
Once logged in to ITC TurboRater, navigate to “Admin settings” and then “Edit companies”
Add Elephant and Click “Edit Info”
When adding info for Elephant, you only need to add your “Rating User Name”, which is your email address. You keep all the other fields of producer code, sub-code and rating password blank.
For ITC/Turbo Rater support, call 866-499-9283 or email support@zywave.com
Quoting
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Quoting |
**Quotes with Elephant are only guaranteed until close of business the same day. We do not honor prior quote prices.**
Quote Number
The quote number is located at the bottom of the page on the left side. See below. Having the quote number is the easiest way to retrieve the quote.
Scribe Demo
Scroll for screenshots of what the journey looks like. Click "Guide Me" for it to pop out in a second screen so you can view it while going through the journey. This shows the Bind process at the end, too.
Email or Download PDF Quote
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Email or Download PDF Quote |
You can either download a PDF quote OR email an updated quote directly from the quote journey!
The new quote will include:
- Agent information - name, phone number, email and address
- Quote number
- All payment options including monthly
- Breakdown of coverage
Example Email
Example PDF Download
Retrieve A Quote
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Retrieve a Quote |
If you need to come back and retrieve a quote at a later time, go to our retrieve quote page and enter your Agent ID (N# for Liberty Mutual agents and email for all other agencies) and the quote number. If you do not have the quote number you can use the customer's last name and DOB.
*Reminder: Quotes expire after 60 days and are no longer accessible. You will be required to start a new quote. *
Binding
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Binding |
- Skip to step 15 to see the Binding Process (scroll down in the scribe).
- Click "Ready to Buy" when the customer is ready to proceed.
- Add the driver's license number if it was not already entered.
- Verify some details about the vehicles, like if there are any hands-free features or the lienholder information.
- Incidents will show on the next page. Assign any missing drivers.
- Click whichever policy plan interests the customer. You can choose from Monthly, 2-Pay, or Pay in Full. If a payment plan does not show here, the customer may not qualify.
- Click the check mark towards the bottom of the box with the pay plans to save an extra $5 per payment by using a bank account on future installments.
- Enter the customers payment details. They can have a different payment method for future payments. The first payment must be made with a credit or debit card.
- At the bottom of the page after entering the payment details, you will choose to receive the policy documents and certify the information on the quote was true.
