Get car insurance quote and bind policy (~$80-150/mo) #6

Open
opened 2026-04-04 02:25:43 +00:00 by forgejo_admin · 1 comment

Type

Feature

Lineage

Depends on LLC (issue #2) and EIN (issue #4). Blocks registration (issue #5). Part of Track A.

Repo

forgejo_admin/westside-accounting

User Story

As Marcus
I want car insurance on the 2013 Chevy Cruze
So that I can register the vehicle and drive legally

Context

Vehicle: 2013 Chevy Cruze, VIN: 1G1PC5SB0D7156952. LLC: Westside Kings and Queens LLC. Policyholder = LLC with EIN. Primary driver: Lucas initially (has valid license). Marcus added when licensed. Carrier candidates: Progressive (most automatable HTML forms), GEICO. Use Playwright browser_evaluate JS form-fill pattern (see doc-playwright-js-form-fill) to automate multi-page quote wizards. Payment step requires Lucas's explicit approval before binding.

File Targets

No code files — ops task.

  • ~/secrets/westside-accounting/insurance-card.pdf -- proof of insurance
  • ~/secrets/westside-accounting/insurance-policy.pdf -- full policy doc

Files the agent should NOT touch:

  • Any code repos — this is an operations task

Acceptance Criteria

  • Quote obtained from at least one carrier
  • Lucas approves quote and payment
  • Policy bound with LLC as policyholder
  • Proof of insurance card downloaded (PDF)
  • Lucas listed as primary driver

Test Expectations

  • Insurance card PDF exists and shows correct VIN
  • Policy shows LLC name and EIN
  • Run command: N/A — manual verification

Constraints

  • Must have EIN before applying as business
  • Lucas must approve before binding (payment step)
  • Progressive preferred for automation compatibility
  • Expect $80-150/month for liability on a 2013 Cruze

Checklist

  • EIN obtained
  • Quote completed
  • Lucas approves
  • Policy bound
  • Insurance card saved
  • westside-accounting -- project this affects
### Type Feature ### Lineage Depends on LLC (issue #2) and EIN (issue #4). Blocks registration (issue #5). Part of Track A. ### Repo `forgejo_admin/westside-accounting` ### User Story As Marcus I want car insurance on the 2013 Chevy Cruze So that I can register the vehicle and drive legally ### Context Vehicle: 2013 Chevy Cruze, VIN: 1G1PC5SB0D7156952. LLC: Westside Kings and Queens LLC. Policyholder = LLC with EIN. Primary driver: Lucas initially (has valid license). Marcus added when licensed. Carrier candidates: Progressive (most automatable HTML forms), GEICO. Use Playwright `browser_evaluate` JS form-fill pattern (see `doc-playwright-js-form-fill`) to automate multi-page quote wizards. Payment step requires Lucas's explicit approval before binding. ### File Targets No code files — ops task. - `~/secrets/westside-accounting/insurance-card.pdf` -- proof of insurance - `~/secrets/westside-accounting/insurance-policy.pdf` -- full policy doc Files the agent should NOT touch: - Any code repos — this is an operations task ### Acceptance Criteria - [ ] Quote obtained from at least one carrier - [ ] Lucas approves quote and payment - [ ] Policy bound with LLC as policyholder - [ ] Proof of insurance card downloaded (PDF) - [ ] Lucas listed as primary driver ### Test Expectations - [ ] Insurance card PDF exists and shows correct VIN - [ ] Policy shows LLC name and EIN - Run command: N/A — manual verification ### Constraints - Must have EIN before applying as business - Lucas must approve before binding (payment step) - Progressive preferred for automation compatibility - Expect $80-150/month for liability on a 2013 Cruze ### Checklist - [ ] EIN obtained - [ ] Quote completed - [ ] Lucas approves - [ ] Policy bound - [ ] Insurance card saved ### Related - `westside-accounting` -- project this affects
Author
Owner

Migrated to forgejo_admin/marcus-personal#1 on 2026-04-20 as part of project split. This issue is superseded — close here.

Migrated to `forgejo_admin/marcus-personal#1` on 2026-04-20 as part of project split. This issue is superseded — close here.
Sign in to join this conversation.
No labels
No milestone
No project
No assignees
1 participant
Notifications
Due date
The due date is invalid or out of range. Please use the format "yyyy-mm-dd".

No due date set.

Dependencies

No dependencies set.

Reference
forgejo_admin/westside-accounting#6
No description provided.