Page Comparison

1. Introduction

Before you begin

Users should have “Sell quotes” permission.

2. Purchase a quote

1. In the Quotes tab, select the completed quote.
   It navigates to the Quote Review screen.

2. Click the Accept button.
   It navigates to the Quote Acceptance screen.
   

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3. Click Purchase button
   

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4. Select Payment Options and click the OK button
   

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   Users can go to the Policy Details screen by clicking the Policy Reference hyperlink.

3. Purchase multiple quotes

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

1. In the Quote Acceptance screen, if there’s more than one purchaseable quote, users can find them in the “Quotes ready for purchase” and “Other available quotes” sections.
   

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2. Click the arrow-up / arrow-down button to move the quotes between the two sections.

3. Click Purchase button

4. Select Payment Options and click the OK button.

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4. Purchase a payment-first quote

You can refer to the link for purchasing a payment-first quote https://contemi.atlassian.net/wiki/x/NwBJgg

There is the ability to commit the payment for payment-first quote as well in the link <TBD>