Quoting: Using the STAX Quoting Worksheet

This guide provides a step-by-step approach to effectively use the STAX Quoting Worksheet, making the quoting process straightforward and efficient. It highlights essential navigation tips and editing instructions, ensuring users can easily input and update necessary information. By following this guide, users can streamline their quoting experience and generate accurate reports, ultimately enhancing their productivity in managing STAX policies.

Jodi Burney
15 steps
2 minutes

Agrisompo

Step

Navigate to[linkWithIcon] and sign in using the Duo push process.

Finding the STAX 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 "Quick Quote"

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

Click the "Stax 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.

Use the drop-down menu to choose the Base Policy Level.

Use the drop-down menu to choose the Stax Loss Trigger.

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.

The STAX RP Matrix is located at the bottom of the worksheet. You can adjust the yield-to Matrix and Price-to-Matrix increments using the drop-down menus.

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

Printing the STAX Quoting Worksheet

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