Quotes

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.

1. Access Accounts menu → Accounts

2. Open an account

3. Clicks button

4. Select a product

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

   2. 

5. Fill out the Q&A form

   1. 

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. 

11. Clicks Purchase to purchase the quote

1. Access Accounts menu → Accounts

2. Open an account

3. Clicks button

4. Select a product

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

   2. 

5. Fill out the Q&A form

   1. 

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. 

11. Clicks Purchase to purchase the quote

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.

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