How to add insurance to a quote
Last updated: May 6, 2026
Add insurance to quote: Edit option > scroll to Insurance > +Add Insurance > search/select > Add to Option. Repeat per option. Older Insurance Add-ons feature being deprecated — use in-quote search for accurate pricing and better UX.
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
- Pop-up appears with insurance options.
- Search and select the insurance.
- Click Add to Option to include in the quote.
- 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.