Express Rater – Personal Lines Rating Quick Guides
Homeowners & Dwelling Fire User Guide
Auto User Guide
Companion Policy User Guide
Video Walkthrough
Homeowners & Dwelling Fire User Guide:
Not set up with a login yet? Request access HERE now.
- Login with provided username and password
- Click green home button
- Select policy type and set state to CA
- Fill out Policy form completely – include updates, protection class, and distance to hydrant/fire station.
- Click “NEXT”
- Fill out Coverages page completely
- Click “NEXT”
- Fill out Company Questions page completely
- Click “NEXT”
- Click “Rate Quote”
- Click “SELECT” on desired Carrier Quote
- Click OK for Carrier Specific Alert
- Go to “Forms” select “Company Application”
- Click “Print/Preview Application”
- An auto generated ACORD will populate
- Select “Email Application”
- Send to apps@abraminterstate.com, always CC yourself and change “Subject” to the insureds name. At this screen you can attach any files/photos necessary for submission.
- Click “Send”
- Click “Save Application”
- Click “Exit Viewer”
- Click “Close Quote”
Questions? Chat with us Online HERE Now.
Auto User Guide
Not set up with a login yet? Request access HERE now.
- Login with provided username and password
- Click green home button
- Select Auto and set state to CA
- Click “Single Screen” tab and fill out form completely – include license numbers, VINs, current insurance company, household members, odometer readings, and date of purchase.
- Click “Rate Quote”
- Complete Company Questions page completely
- Click “NEXT”
- Fill out “Carrier Selection”
- Click “Rate Quote”
- Click “Select” on desired quote
- Click OK for Carrier Specific Alert
- Go to “Forms” select “Company Application”
- Click “Print/Preview Application”
- An auto generated ACORD will populate
- Select “Email Application”
- Send to apps@abraminterstate.com, always CC yourself and change “Subject” to the insureds name. At this screen you can attach any files/photos necessary for submission.
- Click “Send”
- Click “Save Application”
- Click “Exit Viewer”
- Click “Close Quote”
Questions? Chat with us Online HERE Now.
Companion Policy User Guide
Click Here To Start
Not set up with a login yet? Request access HERE now.
- Login with provided username and password
- Click green home button
- Select Home and set state to CA
- Click Yes on “Transfer details from selected policy”
- Click Yes on “Create companion policy link with selected policy”
See Homeowners and Auto User Guides to complete quotes for both policies (start with Homeowners).
Questions? Chat with us Online HERE Now.
For questions regarding use of Express Rater: contact the Sales Department at (916) 780-7000, or if you know who your sales rep is, e-mail them directly and they’ll get back with you shortly.
For Underwriting Questions: chat with us online at the link below and select ‘Personal Lines.’
Prefer to watch a video?
Not set up with a login yet? Request access HERE now.
