How to add Home & Auto Templates

Written By David Watson

Last updated 10 months ago

Plan Availability: Growth & Premium Plans

Home & Auto Templates are a great way to make life easier for you and your team. They are also a great way to make sure that your Agency is focusing on the standards that are important to you.

Step 1: Navigate to your Templates in your Settings

To get started with Templates, click here
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Step 2: Set your Home Templates

For Home Templates, there are 41 fields that you can set a default for.
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Below you will find a chart of all fields that can be set by templates. You will also see the fields that will be set via Data Prefill.

Although it is available, it is not recommended for you to set defaults for fields that are eligible to be filled via Data Prefill.

Field

Field Required

Data Prefill

Requested Policy Form

✅

❌

Coverage B (% of Coverage A)

❌

❌

Coverage C (% of Coverage A)

❌

❌

Coverage D (% of Coverage A)

❌

❌

Coverage E - Personal Liability

✅

❌

Coverage F - Medical Payments

✅

❌

AOP Deductible

✅

❌

Wind/Hail/Hurricane Deductible

❌

❌

Earthquake Deductible

❌

❌

Replacement Cost Contents

✅

❌

Increased Cost of Construction

❌

❌

Ordinance or Law (%)

❌

❌

Mold/Fungi Coverage

❌

❌

Loss Assessment

❌

❌

Personal Injury

✅

❌

Water Back-up

❌

❌

Roof Loss Settlement

❌

❌

How many stories/floors is the home?

✅

✅

Residence Type

✅

✅

What is the framing of the home?

✅

✅

Type of Roof

✅

✅

Roofing Shape

✅

✅

Type of Plumbing (Check all that apply)

❌

✅

Type of Primary Heating

❌

✅

Number of Units

❌

❌

What is the exterior of the home? (Check all that apply)

✅

✅

Number of Water Heaters

❌

❌

Does your home qualify for discounts? (Check all that apply)

❌

❌

Companion Discounts

❌

❌

Equipment Breakdown

❌

❌

Service Line Coverage

❌

❌

Sinkhole Collapse

❌

❌

Does the home have a historical designation?

✅

❌

Is the home located on more than 5 acres?

✅

✅

Is there a Fuel Tank on the premises?

✅

❌

Does the Named Insureds sit on any Non-Profit Board of Directors?

✅

❌

Is there a Wood Stove in the home?

✅

❌

Do the Named Insureds own a business?

✅

❌

Is the home currently on the market?

✅

❌

Are you renting the home back to the sellers?

✅

❌

Once you have set defaults for any and all fields that you'd like to set, make sure that you save your changes.

Step 3: Set your Auto Templates

For Auto Templates, the number of fields that are eligible to be set by Templates will be determined by the State Specific coverages that your state has.

Under the State section, you can select the first state that you want to set by Templates. It will then show all of that State's Specific Coverages.
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Please note: to set multiple states you will need to click save after each state is selected and then the individual coverages are set. You will then see the states that you have set above the State Dropdown field.

To edit a state that you have already saved, just click on the state and it will load the saved options back into your view for you to edit.

Once you finalize your options, make sure to click save.