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

   

3. Click Create button

4. [Optional] Select Select a Product

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

   Select a Product

   2. Image Modified

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.

   2. Image Modified

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 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.
   

   

   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.