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Samantha Tran: Insurance-VN

Samantha Tran: Insurance-VN

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titleCan other departments see my customers' quotes?

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titlePurchase multiple quotes per time

On the Quote Acceptance screen:

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  • Quotes are grouped under "Quotes Ready for Purchase" and "Other Available Quotes" sections.

  • Use the arrow-up/arrow-down buttons to move quotes between the sections.

  • Click the Purchase button, select your payment option, and confirm by clicking OK.

Note: Only quotes with the same currency can be purchased together.

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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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