Tools to Help You Navigate Our New California Quoting Platform

Tools to Help You Navigate Our New California Quoting Platform

Tools to Help You Navigate Our New California Quoting PlatformAt Pacific Specialty, it is our goal to provide our agents with the tools and resources needed to succeed and excel. We recently rolled out a new quoting platform to our California agents, which we built to fit our goal of improving user experience, convenience, and overall speed of quoting and writing policies. As with any transitional period, we want to make sure that our California producers are prepared to handle the change and have created various materials to assist with this shift.

We know that one of our most used and valued resources is our in-house call center; however, we are also aware that high call volumes can cause extended hold times and impede your progress. With this in mind, we have created a producer training manual to help you navigate the new system. 

Producer Training Manual

We have also put together a series of videos that will show you how to use the new system step-by-step. These videos are located on the Pacific Specialty Vimeo page and address the following areas:

  • Property application process
  • Property endorsements
  • The Mortgage Bill issuance process
  • The Motorcycle Street Legal application process
  • Work item assistant review
  • Self-service options available to you

We will also be sending out a series of emails covering frequently asked questions that we have received from you, because we hear you. We hear your needs and want to help you succeed.

At Pacific Specialty, we understand that time is money, and our intent with the new system is to ensure we both prosper for years to come. We are confident you will find the new system to be innovative, intuitive, and an asset revolutionizing the way we both do business.

For any additional questions, please email care@pacificspecialty.com.