Create Quote

13 articles

Additional Questions

Depending on the product you are quoting, additional questions may be displayed depending on the answers given in a pr...

The Conversation feature allows the broker to communicate with the underwriter regarding a Referred quote or a Special A...

During the create quote process, if you have selected a country where you can use its local currency, you will be pre...

During the create quote process you are presented with a Quotes Result table displaying the outcome of the quote gen...

When a quote has multi-carriers, it may return a result of an Incomplete status for a carrier or carriers.  &nb...

In the Create Quote page, mandatory fields are highlighted with a red asterisk. Example of Mandatory Field in Create ...

Where a product and/or your brokerage has multi underwriters able to quote, a Multi-Carrier section may be presented ...

During the create quote process you are presented with Limit Option fields which are used to generate the quote. The ...

Quote eligibility rules can produce Referred status quotes.This status occurs when an answer given during the quoting p...

When you enter a Revenue over a certain threshold you may be presented with further questions depending on the product...

Under certain circumstances, the broker is able to initiate a Special Acceptance request for a Declined quote, allowing ...

You can upload any supporting documents that the underwriter may need to evaluate the eligibility of the quote through t...

Some underwriters are unable to provide an immediate quote, due to local circumstances such as clearing requirements, or...

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