Pre-requisites
Users should have “Sell quotes” permission.
How to purchase a quote
In Quotes tab, select the completed quote.
It navigates to Quote Review screen.Click Accept button.
It navigates to Quote Acceptance screen.
Click Purchase button
Select Payment Options and click OK button
Users can go to Policy Details screen by clicking the Policy Reference hyperlink.
How to purchase multiple quotes
Note: only quotes with same currency can be purchased together.
In Quote Acceptance screen, if there’re more than one purchase-able quote, users can find them in “Quotes ready for purchase” and “Other available quotes” section.
Click the arrow-up / arrow-down button to move the quotes between the two sections.
Click Purchase button
Select Payment Options and click OK button.
