Page Comparison

1. Access Accounts menu → Accounts

2. Open an account

3. Clicks button

4. Select a product

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

   2. 

5. Fill out the Q&A form

   1. 

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. Adjust sales person to identify the commission recipient

   Image RemovedImage Added

10. Generate & Send quote document

    1. When sending quote document via email, you would need to select the recipient

       1. 

11. 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.

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

    1. 

13. Clicks Purchase to purchase the quote

14. Select Payment Option and click OK to accept.

    1. 

15. (Optional) The quote is moved to Waiting for Payment status for payment-first products.

16. The quote is converted into a policy, the policy document is generated, and an email is sent to the appropriate recipient.

    1. The quote is removed on the quote list

    2. Refer to Product Settings for policy recipient

1. Access Insurance menu → Quotes

2. Clicks button

3. Select a product

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

   2. 

4. Fill out the Q&A form

   1. 

5. Clicks Next to review the quote

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

7. 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.

8. Adjust sales person to identify the commission recipient

   Image RemovedImage Added

9. Generate & Send quote document

   1. When sending quote document via email, you would need to select the recipient

      1. 

10. 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.

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

    1. 

12. Clicks Purchase to purchase the quote

13. Attach the customer to a quote by searching for the customer, select them, and click Select to attach them to quotes in the cart.

    1. 

14. Select Payment Option and click OK to accept.

    1. 

15. (Optional) The quote is moved to Waiting for Payment status for payment-first products.

16. The quote is converted into a policy, the policy document is generated, and an email is sent to the appropriate recipient.

    1. The quote is removed on the quote list

    2. Refer to Product Settings for policy recipient

Yes you can, you can create a quote and assign the person as quote’s sales person

Image Added