Page Comparison

I. Pre-requisites

Users should have the following permissions of:

• View quotes

• Sell quotes

II. How to create a quote

1.  Open an Account

2. Navigate to the Quotes tab

   

3. Click Create button

4. [Optional] Select Select a Product

   1. You can select Sales Channel to filter products by channel

   Select a Product

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5. Fill up out the Q&As A form.

   1. The Next button is only enabled when all the mandatory fields are filled

   up

   1. out with valid data.

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6. Click the Next button to proceed to the Quote Review page, which shows the Premium premium and Cover cover breakdown.

   1. Previous insurer: see Termination Letter

   2. Payment options that affect to the premium calculation:Premium Calculation

   3. At this stage, you can input some discounts or loading factors to update the quote’s premium. You can see the details here Premium Calculation

      

7. [Optional]
   Back button: back to the Q&A page
   Back To to Quotes List button: back to Quote List page

8. Click the Accept button, and the quote is added to the Quotes Ready For for Purchase cart.
   Here users , you can create another one without having to get back to the Quote List page. Other The other Products section provides quicker quick access to the Q&As A form.