Page Comparison

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• View quotes

• Sell quotes

How to create a quote

1.  Open an Account

2. Navigate to Quotes tab

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3. Click Create button

4. [Optional] Select Sales Channel to filter products by channel

5. Select a Product

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6. Fill up Q&As form.
   The Next button is only enabled when all the mandatory fields are filled up with valid data.
   

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7. Click Next button to proceed to the Quote Review page

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1. which shows the Premium and Cover breakdown.

   1. Previous insurer: see Termination Letter

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

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

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