Openly New Business Quote | Scribe

    Openly New Business Quote

    • David Watson |
    • 0 step |
    • 5 minutes
    Navigate to [https://portal.openly.com/agents/dashboard](https://portal.openly.com/agents/dashboard)
    Click "New Quote"
    Type in First & Last Name
    Search for Address ("3061 Grand Bay Lane, Johns Island, SC, USA")
    Click "CREATE"
    Verify Imported Data
    Verify Imported Data
    Click "New Quote"
    Type in Second Named Insured
    Insert Date of Birth
    Search for Address ("3061 Grand Bay Lane, Johns Island, SC, USA")
    Click correct address
    Select Primary Use (Make sure to verify from Risk Profile)
    Click "CREATE"
    Verify Imported Data
    Click "New Quote"
    Input Name
    Search Address ("123 Greenside Drive, Lexington, SC, USA")
    Click "CREATE"
    Input Data from Risk Profile

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