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Introduction

“Quotes” is the module to manage quotes that are not created for any specific customers (known as anonymous quotes).

When clicking on the menu “Quotes”, all quotes will be displayed, as shown in Quote List.

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Prerequisites

You need to have permission to Sell Quotes to access to this page.

Quote List

QUOTE LIST lists all the quotes that have been created in your tenant.

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On Quote List, you can:

  1. See the list of quotes that have been created. Each quote has these information:

    1. Reference: a unique ID to identify the quote. You can search for a quote by this number.

    2. Description: a short summary about the quote, usually insured object name.

    3. Product: product from that the quote is created from.

    4. Policy Term: insurance period.

    5. Premium: premium for the insurance period.

    6. Sales Person: user who sells the quote.

    7. Organization: the organization that the quote is created in. This is customer’s organization.

    8. Status: current status of the quote to indicate where the quotation progress is.

  2. Create quote: create a new anonymous quote. See Creating Quote (Anonymous).

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  3. Delete quote: delete a quote.

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  4. View Quote Details: click on quote reference number to see Quote Details. See https://contemi.atlassian.net/wiki/pages/resumedraft.action?draftId=1761574994.

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The Quote module makes it easy to create, manage, or discard customer and anonymous quotes while keeping track of their statuses at every step.

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titleQuote statuses

Quote statuses help you track where a quote stands in the process. There are 3 statuses:

  • In Progress: The quote is being created or updated

  • Completed: The quote is finalized and ready to purchase

  • Waiting for payment: The customer has accepted the quote and payment is pending.

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titleCreate a (customer) quote
Info

You should have the following permissions: View quotes, Sell quotes

  1. Access Accounts menu → Accounts

  2. Open an account

  3. Clicks image-20250121-044528.pngImage Added button

  4. Select a product

    1. (Optional) Use the Sales Channel filter to narrow down product options.

    2. Image Added

  5. Fill out the Q&A form

    1. Image Added

  6. Clicks Next to review the quote

  7. On the Quote Review page, check the premium and coverage breakdown.

  8. Adjust options, such as:

    1. Previous Insurer: Upload a termination letter

    2. Discounts or Loadings: Update these to modify the premium.

    3. Payment Options: Affect how the premium is calculated.

  9. Click Accept to add the quote to the Quotes Ready for Purchase cart.

    1. Use: Back button: Return to the Q&A form.

    2. Back to Quotes List: Go back to the Quote List page.

  10. You can create additional quotes from the Other Products section without leaving the page.

    1. Image Added

  11. Clicks Purchase to purchase the quote

Expand
titleCreate an anonymous quote
Info

You should have the following permissions: View quotes, Sell quotes

  1. Access Accounts menu → Accounts

  2. Open an account

  3. Clicks image-20250121-044528.pngImage Added button

  4. Select a product

    1. (Optional) Use the Sales Channel filter to narrow down product options.

    2. Image Added

  5. Fill out the Q&A form

    1. Image Added

  6. Clicks Next to review the quote

  7. On the Quote Review page, check the premium and coverage breakdown.

  8. Adjust options, such as:

    1. Previous Insurer: Upload a termination letter

    2. Discounts or Loadings: Update these to modify the premium.

    3. Payment Options: Affect how the premium is calculated.

  9. Click Accept to add the quote to the Quotes Ready for Purchase cart.

    1. Use: Back button: Return to the Q&A form.

    2. Back to Quotes List: Go back to the Quote List page.

  10. You can create additional quotes from the Other Products section without leaving the page.

    1. Image Added

  11. Clicks Purchase to purchase the quote

Expand
titleHow can I restrict the quote purchasing when it meet purchase constraint?

Expand
titleCan other departments see my customers' quotes?

Expand
titleWhat happens when my quote is expired?

Notice that your quote will expire after a predefined period (e.g., 30 days in the image above). After this period, your quote will be changed to Expired and cannot be purchased.

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titleCalculate quote premium

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