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