Quoting: Using the SCO Quoting Worksheet

This guide provides a step-by-step approach to effectively use the SCO Quoting Worksheet within the AgriNet platform, ensuring agents can navigate the quoting process with ease. It highlights key features, such as editable fields and automatic updates, which streamline data entry and enhance accuracy. By following this guide, users can efficiently generate and print reports, making it an essential resource for optimizing their quoting experience.

Jodi Burney
14 steps
2 minutes

Agrisompo

Step

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

Finding the SCO Worksheet

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

Click "Quoting" to open the quoter.

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

Click the "Quick Quote" tab.

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

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

Editing the Worksheet

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

Choose your policy type from the drop-down menu.

Select a coverage level from the drop-down menu.

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 1-8 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 SCO Quoting Worksheet

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