Quote statuses help you track where a quote stands in the process. There are 3 statuses:

• In Progress: The quote is being created or updated

• Completed: The quote is finalized and ready to purchase

• Waiting for payment: The customer has accepted the quote and payment is pending.

Seamless supports different quote types to handle various customer needs:

• New Business: A fresh quote created for a new policy.

• MTA (Mid-Term Adjustment): A quote created for changes to an active policy, such as coverage updates or premium adjustments.

• Renewal: A quote generated to extend an existing policy.

1. Access Accounts menu → Accounts

2. Open an account

3. Clicks Image Added button

4. Select a product

   1. (Optional) Use the Sales Channel filter to narrow down product options.

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5. Fill out the Q&A form

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6. Clicks Next to review the quote

7. On the Quote Review page, check the premium and coverage breakdown.

8. Adjust options, such as:

   1. Previous Insurer: Upload a termination letter

   2. Discounts or Loadings: Update these to modify the premium.

   3. Payment Options: Affect how the premium is calculated.

9. Adjust sales person to identify the commission recipient

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10. Generate & Send quote document Image Added

    1. When sending quote document via email, you would need to select the recipient

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11. Click Accept to add the quote to the Quotes Ready for Purchase cart.

    1. Use: Back button: Return to the Q&A form.

    2. Back to Quotes List: Go back to the Quote List page.

12. You can create additional quotes from the Other Products section without leaving the page.

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13. Clicks Purchase to purchase the quote

14. Select Payment Option and click OK to accept.

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15. (Optional) The quote is moved to Waiting for Payment status for payment-first products.

16. The quote is converted into a policy, the policy document is generated, and an email is sent to the appropriate recipient.

    1. The quote is removed on the quote list

    2. Refer to Product Settings for policy recipient

1. Access Insurance menu → Quotes

2. Clicks Image Added button

3. Select a product

   1. (Optional) Use the Sales Channel filter to narrow down product options.

   2. Image Added

4. Fill out the Q&A form

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5. Clicks Next to review the quote

6. On the Quote Review page, check the premium and coverage breakdown.

7. Adjust options, such as:

   1. Previous Insurer: Upload a termination letter

   2. Discounts or Loadings: Update these to modify the premium.

   3. Payment Options: Affect how the premium is calculated.

8. Adjust sales person to identify the commission recipient

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9. Generate & Send quote document Image Added

   1. When sending quote document via email, you would need to select the recipient

      1. Image Added

10. Click Accept to add the quote to the Quotes Ready for Purchase cart.

    1. Use: Back button: Return to the Q&A form.

    2. Back to Quotes List: Go back to the Quote List page.

11. You can create additional quotes from the Other Products section without leaving the page.

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12. Clicks Purchase to purchase the quote

13. Attach the customer to a quote by searching for the customer, select them, and click Select to attach them to quotes in the cart.

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14. Select Payment Option and click OK to accept.

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15. (Optional) The quote is moved to Waiting for Payment status for payment-first products.

16. The quote is converted into a policy, the policy document is generated, and an email is sent to the appropriate recipient.

    1. The quote is removed on the quote list

    2. Refer to Product Settings for policy recipient

To understand how the quote premium is calculated with all its components, refer to the detailed guide here.

Seamless supports Customer Quotes for specific accounts and Anonymous Quotes for quick estimates without customer details, offering flexibility for different needs.

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From the quote list, you can:

• View Details, Adjust or Purchase: Click the quote reference Image Added to access full details.

• Create: Create a quote easily by clicking the Image Added button.

• Discard: Remove unnecessary quotes with Image Added

• Clone: Cloning new quote with Image Added

• Generate Quotes Summary documents: Create, send, or download a summary document Image Added

In the Quote list, you can duplicate a quote by clicking the Image Added button.

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In the Quote details screen, you can duplicate a quote by clicking the Image Added button

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You can use the Image Added button on the Quote List to remove unwanted quotes.

• For quotes in Waiting for Payment status, you cannot discard them if a payment is being processed through a billing provider or payment gateway.

1. Access Accounts menu → Accounts

2. Open an account

3. Clicks Image Added button

4. Select a product

   1. (Optional) Use the Sales Channel filter to narrow down product options.

   2. Image Added

5. Fill out the Q&A form

   1. Image Added

6. Clicks Next to review the quote

7. On the Quote Review page, check the premium and coverage breakdown.

8. Adjust options, such as:

   1. Previous Insurer: Upload a termination letter

   2. Discounts or Loadings: Update these to modify the premium.

   3. Payment Options: Affect how the premium is calculated.

9. Click Accept to add the quote to the Quotes Ready for Purchase cart.

   1. Use: Back button: Return to the Q&A form.

   2. Back to Quotes List: Go back to the Quote List page.

10. You can create additional quotes from the Other Products section without leaving the page.

    1. Image Added

11. Clicks Purchase to purchase the quote

12. Select Payment Option and click OK to accept.

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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.

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.

Yes you can, you can create a quote and assign the person as quote’s sales person

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If you can’t generate a quote document, check the following:

1. Ensure the document template is set up for the product. Refer to Product Setup for details.

2. If there’s an error in the template, contact our support team for assistance.