🎥 Screen Recording a Carrier Walkthrough (Quote Fetching Flow)

✅ 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)