Quoting: Using the ECO Quoting Worksheet

This guide provides a step-by-step approach to accessing and utilizing the ECO Worksheet in Agrinet, making it essential for users looking to efficiently manage their insurance quoting process. It simplifies navigation through the platform, ensuring users can easily input necessary data and understand how changes affect their estimates. Additionally, the guide offers tips for printing and saving reports, enhancing overall usability.

Jodi Burney
15 steps
46 seconds

Agrisompo

Step

Navigate to <https://agrinet.agrisompo.com/policy> and sign in using the Duo push process.

Finding the ECO Worksheet

Click on the "App Grid" or "Waffle Icon" to open the drop-down menu inside AgriNet.

Click "Quoting" to open the quoter from the drop-down list.

Tip! A new "Quoting" browser window will open. Complete the steps in this browser.

Click the "Quick Quote" tab from the top center of the screen.

Click "Policy Tools" from the drop-down list.

Click the "ECO Worksheet" tab from the upper center of the screen.

Editing the Worksheet

NOTE: All yellow boxes are editable. The other sections will update automatically based on the information provided in the yellow boxes.

Choose the policy type from the drop-down menu.

Choose the ECO Coverage Level from the drop-down menu.

Choose the Protection Factor from the drop-down menu. Note: Use the scroll bar to see the complete list of factors.

Complete all remaining yellow fields with the required information, including the insured's name.

As the yellow boxes are adjusted, the "Estimated Indemnity" will update.

Notice that the information in Steps 1-5 adjust as new information is entered into the yellow boxes.

Click "Update" to apply and refresh the information entered in the yellow boxes. Click "Reset" to set back to the standard settings.

Printing the ECO Quoting Worksheet

Click "Print All" for a report that shows the information entered in all tabs. Click "Print This" to print only the ECO worksheet. Note: The report(s) can also be saved at this point.