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

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Prerequisites

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

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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 this 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.

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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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Related Topics

• Creating Quote

• https://contemi.atlassian.net/wiki/pages/resumedraft.action?draftId=1761574994