How to add insurance to a quote

Last updated: October 1, 2026

Add insurance directly within the quotes section, with accurate, up-to-date pricing from the Insurance Marketplace.

How to access

Open a quote > Edit on a quote option > scroll to Insurance > + Add Insurance.

Steps

  1. Pop-up appears with insurance options.
  2. Search and select the insurance.
  3. Click Add to Option to include in the quote.
  4. Repeat for every quote option as needed.

Why this is the recommended path

  • Accurate, up-to-date pricing.
  • Better search and quoting experience.
  • Direct access to all connected Insurance Marketplace providers.

Deprecated method

The older Insurance Add-ons feature is being phased out. Use the new in-quote search instead.