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If you've ever walked a client through a Private Paid Family and Medical Leave Plan quote only to hit a wall of follow-up steps, manual handoffs, and days of waiting before anything moved, you already know the problem our new online tool solves.
ShelterPoint's new online quote tool is built for the way brokers work. It brings the entire process — from generating a quote to submitting a completed application — into one seamless, digital flow. No more toggling between systems. No more tracking down missing information after the fact. Just a faster, cleaner path from opportunity to closed business.
One workflow, start to finish
Moving a PFML case from quote to application used to mean navigating a multi-step process that could stretch across days. Now, everything happens in one connected flow. Once you've generated a quote, the path to application is right there. There’s no gap to bridge, no information to re-enter, no handoff to manage. What used to take multiple touchpoints now takes minutes.
The quote can even help to streamline the process for groups with more than 100 lives and multi-state groups by capturing the information necessary for underwriting and sales representatives to create a proposal.
Background support to help prevent bottlenecks, from quote through application
An exciting feature of the quote tool is built-in support that works in the background throughout the process, moving you easily through quotes and applications.
Rather than catching errors after the fact, the quote tool is designed to flag potential issues as you go, reducing the friction that comes from incomplete or inaccurate applications. For brokers, that means fewer surprises, fewer correction cycles, and greater confidence that what you're submitting is accurate and complete.
Fits how brokers already work
New tools only add value if brokers actually use them, which means they have to fit into existing workflows without disruption. ShelterPoint's online quote tool was designed with that in mind. Whether you're quoting regularly or coming back to PFML after a while, the experience is straightforward enough to move through quickly without a learning curve. The flow is guided and intuitive, which means less time learning the tool and more time focused on your clients.
Getting started is easy
Already appointed with ShelterPoint? Log in with your existing credentials and you're ready to go. The tool is right there, and the path from quote to application is as direct as it gets.
New to ShelterPoint? That's not a barrier. Brokers who are interested in contracting with ShelterPoint can get a quote right away by clicking "Create a New Account" on the quote tool login page. Once you've set up your account with a user ID email and password, you'll have immediate access.
More time for what matters most
Because the quote tool allows you to seamlessly generate quotes and move forward through applications. Less time managing these processes means more time with clients, more time building relationships, more time identifying opportunities and following through. Everything you need is one place, ready when you are.
Ready to get started? Explore the new online tool.
This material is for informational purposes only and is not intended to provide legal counsel. Please consult with an appropriate professional for legal and compliance advice.
Quotes will be accessible for 60 days from quote generation in the portal. You must be appointed with ShelterPoint in order to seamlessly move to the application step. If you are not yet appointed, our online tool will guide you through the appointment process. Once your appointment is completed, you can continue with the application.