---
title: 🎥 Screen Recording a Carrier Walkthrough (Quote Fetching Flow)
description: Learn the best practices of recording a quote workflow.
---
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December 23, 2025
# 🎥 Screen Recording a Carrier Walkthrough (Quote Fetching Flow)
## Use this guide to record a complete carrier walkthrough (login → quoting → final result) so our team can see exactly what you’re seeing and troubleshoot faster.
#### ✅ Before you start
➡️ **Use a supported browser:** Chrome, Edge, or Safari (Mac)
➡️ **Have carrier credentials ready:** username + password
➡️ **Protect sensitive information:** close unrelated tabs/apps and avoid displaying non-essential personal data
➡️ **Keep the window clean:** only record what’s relevant to the carrier flow
---
#### 🎯 What the recording must include
Please capture the full end-to-end flow, including:
➡️ **Login** to the carrier website
➡️ **Navigation** to the quoting area
➡️ **The entire quote flow** (every step you normally take)
➡️ Any **errors, delays, unexpected screens, or unusual behavior**
➡️ The **final outcome** (success, failure, or error message)
✅ Tip: If an error appears, **pause on it for 3–5 seconds** so it’s readable.
---
#### 🪟 Windows (PC)
### Option A (recommended): Xbox Game Bar (built-in)
1. Open the carrier website in your browser
2. Press **Windows + G** to open Xbox Game Bar
3. In the Capture controls:
- Click **Record**, **or**
- Press **Windows + Alt + R** to start recording
4. Walk through the entire carrier flow (login → quote steps → result)
5. Stop recording:
- Click **Stop**, **or**
- Press **Windows + Alt + R** again
➡️ Your recording is typically saved as an **MP4** in your **Videos/Captures** folder.
### Option B: If Game Bar isn’t available
➡️ Use any screen recorder you’re comfortable with—just make sure it captures:
- The **full browser window**
- The **entire workflow**
- The **final result / error**
---
#### 🍎 Mac (macOS)
1. Open the carrier website in your browser
2. Press **Command (⌘) + Shift + 5**
3. Choose:
- **Record Entire Screen**, or
- **Record Selected Portion** (recommended—select just the browser area)
4. Click **Record**
5. Complete the full carrier flow (login → quote steps → result)
6. Click **Stop** in the top menu bar
➡️ Your recording is typically saved as a **MOV** (often to your Desktop by default).
---
#### 🔎 Quick check before you share
Before sending, confirm:
✅ The video shows the **full start-to-finish flow**
✅ The issue is **clearly visible**
✅ Any **error messages** are readable
✅ No unnecessary sensitive information is shown
---
#### 📤 Share the video with support
➡️ Upload the file to your preferred secure file-sharing method (company-approved storage is best)
➡️ Create a **view-only** share option
➡️ Send the video (or share access) to our support team along with:
- **Carrier name**
- **What you expected to happen**
- **What actually happened**
- **Timestamp in the video** where the issue occurs (example: “0:42”)
- Any **error text** (copy/paste if possible)
---
#### 💡 Extra tips that save time
➡️ **Move your cursor slowly** so steps are easy to follow
➡️ **Narrate out loud (optional):** “I’m clicking X; I expect Y”
➡️ **Keep it focused:** one carrier flow per video when possible
➡️ If the issue is intermittent, record **one successful attempt** and **one failing attempt** (separate videos preferred)
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