Page Comparison

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1. Introduction

a. Before you begin

Users should have the following permissions of:

• View quotes

• Sell quotes

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2. Create a quote

1.  Open an Account

2. Navigate to the Quotes tab

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3. Click Create button

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1. Select a Product

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

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2. Fill

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1. out the Q&

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1. A form.

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

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1. 1. out with valid data.

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2. Click the 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

   2. Payment options that affect 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

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2. [Optional]
   Back button: back to the Q&A page
   Back

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1. to Quotes List button: back to Quote List page

2. Click the Accept button, and the quote is added to the Quotes Ready

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1. for Purchase cart.
   Here

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1. , you can create another one without having to get back to the Quote List page.

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1. The other Products section provides

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1. quick access to the Q&

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1. A form.

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   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.