Quotes (Impersonating Quotes)

1. Introduction

Quotes that are created under any particular account are called impersonating quotes.

Open

On this list, you can:

• View the list of quotes. Each quote in the list has the following information:

  • Reference

  • Description

  • Product

  • Policy term

  • Premium

  • Salesperson

  • Organization

  • Type

  • Status

  • Created date

2. Quote details & actions

• Click on quote reference to view quote details. See Quote Details

• Create, adjust, and purchase a quote. See Create/ Update Quotesarchived

• Discard a quote. See Discard quotearchived

• Generate, send, or download a quote summary document. See Quote Document and Email