Prospirion Training Academy · Property & Casualty
Prospirion P&C Onboarding Training
This course teaches the Prospirion homeowners (HO3) quoting workflow, from gathering client information to handing a rated Travelers quote to Markens. Every step comes from Markens' production training videos.
What you will learn
- Gather client information and start an HO3 quote in SinglePoint
- Verify, complete, and rate the quote across carriers
- Submit the best carrier quote and sign in to Travelers
- Finish the quote in Travelers and hand it off to Markens
Training expectations
- Watch every video start to finish, in order
- Tick each checklist only when you can do it yourself
- Anything marked Needs Markens Clarification is not yet a confirmed procedure. Ask before acting.
- Work stays supervised until Markens approves independent work
MODULE 1 OF 4
Gather Client Information & Start the HO3 Quote in SinglePoint
3 min 36 sec · Open video in Loom
Learning objective
Pull together the client's information and launch a new home (HO3) quote in SinglePoint, using the client's declaration page whenever you have one.
Key steps demonstrated
- Gather the information you need from the client. At minimum: first name, last name, and date of birth, plus the driver's license number for auto. (Markens Q&A)
- Look up the prospect. In Google Drive, open Projects, then the P&C quoting project (Prospirion P&C Quote Desk), and type in the prospect's name. It isn't required, but it's the fastest way to pull the client's information. (Markens Q&A)
- Log into SinglePoint at apps.singlepointrating.com.
- For a home, click Home to start a new home quote.
- Choose how to enter the data. Use Import from declaration sheet to upload the client's dec page, or enter the information manually.
- Confirm the import (Yes) and let SinglePoint scan the document.
- Keep the imported data as is. Don't reset it. The system fills in most of the quote.
- Complete anything shown in red or pink. These fields are still missing.
Systems / screens used
Google Drive → Projects → Prospirion P&C Quote DeskSinglePoint (apps.singlepointrating.com)SinglePoint → Home → Import from declaration sheet
Important rules
- Always collect at least first name, last name, and date of birth (plus license number for auto).
- Get declaration sheets from clients whenever you can. If you can't get one, enter the information manually.
- The Quote Desk lookup is optional but recommended for speed.
- After importing, keep the imported information. Don't reset it.
Common mistakes / warnings
Red or pink fields mean information is still missing. Don't move on until they're filled with verified client information.
Needs Markens ClarificationWhere trainees get the client's declaration page.
What you should be able to do
MODULE 2 OF 4
Verify, Complete & Rate the HO3 Quote in SinglePoint
4 min 26 sec · Open video in Loom
Learning objective
Verify the quote information, enter what's still needed in SinglePoint, rate all carriers, and compare the results to the client's current premium.
Key steps demonstrated
- Dwelling tab. Confirm the address and basic information. Complete missing items such as square footage, primary and secondary heat source, roof type, and distance to the coast. For square footage, use the town tax assessor on Vision Government Solutions (vgsi.com): pick the town, search the address, and read the property details. (Markens Q&A)
- Basics tab. Answer what it asks, for example whether it's a non-smoker home.
- Options tab. Select all three carriers, Travelers, Preferred Mutual, and Foremost, on every quote. You never know which will come in best. (Markens Q&A)
- Underwriting tab. Enter loss history, such as the total number of losses in the last 3 years. Markens' rule: answer prior-carrier questions as no losses. (Markens Q&A)
- Schedules tab. Add scheduled items like jewelry, if the client has any.
- Premiums tab. Review any carrier that isn't showing in blue. Resolve the information it asks for (in the video: named insured, date of birth, and year moved in), then click update.
- Click Rate All Plans to get the projected premium from each carrier.
- Compare with the client's current policy premium to see which carriers come in better.
Systems / screens used
SinglePoint quote tabs: Dwelling · Basics · Options · Underwriting · Schedules · PremiumsRate All Plans
Important rules
- If you don't know a piece of information, ask the client.
- Square footage and dwelling details: Vision Government Solutions (vgsi.com) → town tax assessor → search the address.
- Quote all three carriers (Travelers, Preferred Mutual, Foremost) every time.
- Prior-carrier underwriting questions: answer as no losses (Markens' rule).
- Enter only the information that's needed to resolve each carrier.
- Always compare the new rates against the client's existing premium.
Common mistakes / warnings
Markens filled in some answers from memory because the example is his family's home. You must get every answer from the client or a verified source, never from assumption. A carrier that isn't blue still has unresolved issues.
What you should be able to do
MODULE 3 OF 4
Submit the Best Carrier Quote & Sign In to Travelers
3 min 38 sec · Open video in Loom
Learning objective
Move the selected carrier quote from SinglePoint into the carrier's platform and sign in to Travelers successfully.
Key steps demonstrated
- Review the carrier options and go with the best carrier. Travelers is usually the lowest because Prospirion writes most of its business with them.
- Review the plan summary.
- Click Submit, then Save and Submit.
- SinglePoint sends you to the Travelers platform.
- Sign in to Travelers with the Travelers credentials from the shared Prospirion credentials spreadsheet. (Markens Q&A)
- Complete the verification code (send the code, enter it, then check "Trust this device").
- Get familiar with the Travelers platform once you're in.
Systems / screens used
SinglePoint → Plan summary → Submit → Save and SubmitTravelers agent platform sign-in + verification code
Important rules
- Choose the best carrier from the rated options before you submit.
- The handoff from SinglePoint to the Travelers sign-in is a key step.
- Carrier logins are in the shared credentials spreadsheet. Logins change, so tell Markens if one doesn't work.
Common mistakes / warnings
Markens says sign-in "is where it gets tricky" and you may run into login problems. If you can't sign in or don't get the verification code, stop and escalate. Don't try workarounds.
Needs Markens ClarificationWho receives the Travelers verification code, how "best carrier" is decided beyond price, and whether submitting needs Markens' approval first.
What you should be able to do
MODULE 4 OF 4
Complete & Rate the Quote in Travelers, Then Hand Off to Markens
5 min 2 sec · Open video in Loom
Learning objective
Find the quote in Travelers, fill in any missing information, get a rated premium, and hand the quote to Markens.
Key steps demonstrated
- Click Search, then Policy Quote Selection, and open the quote you're working on. Click once and let it load.
- Underwriting. Answer the miscellaneous questions: cancelled, unoccupied, used for business, rented, flood zone, pets/animals, large breed dogs.
- Current insurance. Correct it if the screen shows "no current insurance" but the client is insured. If the carrier isn't listed, choose All other.
- Residence. Provide whatever is missing, such as the year the roof was replaced (required).
- Losses. Enter the client's losses, if any.
- Coverages. Review the coverages and the replacement amount.
- Click Rate when nothing is missing to get the premium.
- Stop and hand off. Text Markens that the quote is ready for review in Travelers. He takes it over from there. (Markens Q&A)
Systems / screens used
Travelers → Search → Policy Quote SelectionTabs: Underwriting · Residence · Losses · CoveragesRate
Important rules
- Your job ends at a rated quote in Travelers. Markens: "Your job is to take every quote that a client really wants, get it to this point, and I will take it over from here."
- Fill in only the missing information the system asks for.
- When a quote is ready, text Markens.
- Until you are licensed, Markens completes every quote and issues every policy. This is a licensing requirement.
Common mistakes / warnings
Don't accept "no current insurance" if the client has a carrier. In the video, Markens answers the underwriting questions "No" from personal knowledge of his family's home. You must confirm every answer with the client.
Needs Markens ClarificationWhat "quote without the estimate for now" means and when the estimate is required.
What you should be able to do
TRAINING COMPLETION
The Full HO3 Quoting Workflow
- Gather the client's information and look up the prospect in the Prospirion P&C Quote Desk (Module 1)
- Log into SinglePoint, start a Home quote, and import the dec page or enter data manually (Module 1)
- Verify and complete every quote tab, rate all plans, and compare to the current premium (Module 2)
- Pick the best carrier, Save and Submit, and sign in to Travelers (Module 3)
- Complete and rate the quote in Travelers, then text Markens (Module 4)
Final trainee checklist
Before you work independently
- Complete 10–15 quotes under Markens' supervision
- Until you are licensed in Massachusetts, Markens completes every quote and issues every policy. Your job is the data entry up to a rated quote.
- Once licensed, and after your supervised quotes, you can complete quotes and issue policies yourself
- Get confirmed answers to any remaining Needs Markens Clarification items
Markens Q&A: Quote Process
Answers to common trainee questions about these four modules.
Always:
- Never guess missing client information
- Verify source information
- Follow Prospirion approval rules
- Escalate missing or conflicting information
- Do not bind, cancel, change coverage, or make unauthorized insurance decisions without required producer approval
Finish all four modules and the final checklist, then submit the form below.
New HO3_MAPFRE-Input
Property Ins. Binder_Single Point