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ONLINE QUOTE REQUEST CENTER

What would you like to insure?

Choose the insurance you’re looking for. Fill out only the sections that apply to you. Skip the rest.

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ClickAid AI Assistant

Tell the assistant what you want to protect. It can ask a follow-up question and take you directly to the correct ClickAid form.

Use a broad description only. Do not enter names, contact details, exact addresses, ZIP codes, policy numbers, health information, account information or passwords here.

AssistantWhat can I help you with today?Tell me what you need help finding.

Choose without AI
1. Which area do you need?
Policy information and upload help

Where to find policy information

Use these common document locations when a form asks for details. Do not upload medical records, passwords, PINs, payment information, or Social Security or Medicare numbers.

Declarations or policy summary page
  • Carrier and policy number
  • Named insured and property address
  • Policy dates
  • Coverage limits and deductibles
  • Listed vehicles, drivers, property, or locations
Auto insurance ID card
  • Carrier and policy number
  • Effective and expiration dates
  • Named insured
  • Vehicle year, make, model, and VIN
Renewal notice or invoice
  • Renewal dates
  • Current premium and payment schedule
  • Carrier notices or listed policy changes
Business records
  • Legal business name and locations
  • Employee or payroll estimates
  • Vehicle, equipment, or property schedules
  • Current policy summary or loss runs, if available

How to upload a current policy

  1. Open the matching form and complete the sections that apply.
  2. Find Upload existing policy documents.
  3. Select PDF, DOCX, JPG, PNG, or WebP files, or use the phone camera.
  4. You can add up to 6 files, 10 MB each and 25 MB combined.
  5. Review the information and files, then submit the request yourself.
Files are kept with the quote request for authenticated producer review. They are not sent to the AI Assistant.

Customer-approved draft filling

The form assistant can propose draft answers from information the customer types. It cannot use policy documents or submit automatically.

Document extraction remains off
Required safeguards
  • Separate, explicit customer consent before extraction starts
  • Every extracted value labeled as a draft with its document source
  • Customer acceptance or rejection of each value before it enters the form
  • No automatic submission and no coverage, eligibility, underwriting, carrier, or binding decision

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Home & Vehicles

Home & Car Insurance

Main home, vacation or second home, car, pickup, home and car together

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Renters, Condo & Rental Property

Renters insurance, condo unit insurance, a home you rent out

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Boats, Motorcycles, ATVs & Campers

Boat, Jet Ski, motorcycle, ATV, side-by-side, snowmobile, motorhome, camper, travel trailer

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Flood Insurance

Flood protection for your building, your belongings, or both

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Extra Liability Protection

Personal umbrella insurance for extra protection above your other policies

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Pet Insurance

Dog or cat coverage, with accident, illness, and wellness options where available

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Business & Employees

Small Business Insurance

Business liability, property, business owners policy, commercial vehicles, workers’ comp, professional liability, cyber

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Employee Benefits

Group health, dental, vision, employee life and disability, workplace accident, critical illness, hospital indemnity

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Life, Retirement & Medicare

Life Insurance & Income Protection

Term life, permanent life, final expense, individual disability income

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Annuities & Retirement Income

New annuity, retirement income, review an existing annuity

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Medicare Guidance

Medicare Advantage, Medicare Supplement (Medigap), Medicare Part D drug plans

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