Actions allow you to perform tasks on quotes and risks.
In the Quote List page there is an Actions button for each quote or risk:
This allows you to perform actions on a quote, these include:
- Access the Quote Overview page for Quoted/VRI status
- Delete a quote
For Bound Risks the Actions button allows you to access
- The Binding Slip for the risk
- Endorsements for the risk
The options available in the Actions depend on the status of the quote or risk. The following table displays the broker actions that may be available for each quote status.
Summary of Broker Actions for each Status:
