How to Convert a Quick Quote to a Full Proposal

Effective 9/1/2026

Overview

Agents can convert a Quick Quote into a Full Application without re-entering previously completed information. Key dates and quote responses automatically carry forward.

Convert a Quick Quote to a Full Proposal

• Complete the Quick Quote process.
• Review the premium indication.
• Select Full Application.
• Complete all remaining required proposal sections.
• Enter insured information.
• Add state, payroll, and classification details.
• Submit the proposal.
• Generate a proposal or request underwriting review.

FAQ

Do I have to re-enter all information?

No. Information entered during Quick Quote creation carries forward into the proposal.

Do I lose my Quick Quote information?

No. Existing Quick Quote information carries into the Full Application workflow.