Agent Toolbox PL

Update Call Center Contact Information
- Send Update Call Center
Change "Send To"
- Send to Insured
- Send to Co-Insured
- Send to Both
Change Communication Preference
- Text and Email
- Email Only
- Never Send Anything
Email Opt-In Invitation
- Send to Insured
- Send to Co-Insured
RCE Form

Replacement Cost Information Form
- Send RCE Form
- Send RCE Form to Co-Applicant
Send Personal Quote Form

Select a Quote Form to Send
Send Full Quote Form
- Full Quote Form
- Full Quote Form to Co-Applicant
Client can select package or Monoline quotes. Policy Types that can be Quoted are: Home or Condo/Auto Package, Renters/Auto Package, Home or Condo (Includes option Primary, Secondary), Rental Property, Auto, Renters, Motorcycle/ATV, Boat, Motor Home/Travel Trailer.
Send Dwelling Quote Form
- Full Dwelling Form
- Full Dwelling Form to Co-Applicant
Use this Form for HO-3, DP-3, Condo, Secondary, or AirBNB.
Send Auto Quote Form
- Auto Form
- Auto Form to Co-Applicant
Send Rental Property Specific Quote Form
- Rental Property Quote Form
- Rental Property Quote Form to Co-Applicant
Send Motorcycle/Off Road Vehicle Quote Form
- Motorcycle Quote Form
- Motorcycle Quote Form to Co-Applicant
Send Boat Quote Form
- Boat Quote Form
- Boat Quote Form to Co-Applicant
Send RV / Travel Trailer / Motorhome Quote Form
- RV / Travel Trailer / Motorhome Quote Form
- RV / Travel Trailer / Motorhome Quote Form to Co-Applicant
Send Other Quote Types

Zurich Builders Risk Application
- Send Zurich Builder's Risk Application
Use for both Personal & Commerical
Send COC AU Gold Quote Form (PDF Form Only)
- COC Quote Form
- COC Quote Form to Co-Applicant
Send Vacant Dwelling AU Gold Quote Form (PDF Form Only)
- Vacant Dwelling Quote Form
- Vacant Dwelling Quote Form to Co-Applicant
Send Long Term Care Quote Form (PDF Form Only)
- LTC Quote Form
- LTC Quote Form to Co-Applicant
Send Disability Quote Form (PDF Form Only)
- Disability Quote Form
- Disability Quote Form to Co-Applicant
Personal Lines Servicing

Enter Win Back Date for Follow Up Notification
MM slash DD slash YYYY
- Check Box to Start Win Back Opportunity Stage
- Start Life Underwriting
Send Odometer Reading Request Email
- Send to Insured
- Send to Co-Insured
Send Remarketing Odometer Reading Request Email
- Send to Insured
- Send to Co-Insured
This is to be used during renewal period specifically.
Builder's Risk Project Status Request
- Send Now
- Send Status Request 15 Days Prior to Expiration (Sends 1X)
- Send with Follow Up Sequence (20, 10, 5 Days Prior to Expiration)
- STOP Builder's Risk Campaign
Enter Policy Expiration Date
MM slash DD slash YYYY

Enter in Policy Expiration Date. Only enter a Date if you selected “Enter a Date” checkbox above.
Send Google Drive to Insured
- Send G-Drive PL Proposal
- Send G-Drive PL Presentation Page
Only Select One Option.
Google Presentation Page has Option to Accept and enter payment information.
Send Google Drive to Co-Insured
- Send G-Drive PL Proposal to Co-Insured
- Send G-Drive PL Presentation Page to Co-Insured
Only Select One Option.
Google Presentation Page has Option to Accept and enter payment information.
Marketing Communications

Email Request for Declaration Pages
- Email Request Dec Pages
- Email Request Dec Pages Co-Insured
Text Request for Declaration Pages
- Text Request Dec Pages
- Text Request Dec Pages Co-Insured
Send Auto Follow Up for Monoline Home
- Send Auto Follow Up
- Send Auto Follow Up Co-Insured
Send Appointment Link or Renewal Questionnaire

Required Extension Fields