Decline Referred Quote

If a quote has been Referred, an underwriter user can choose to decline the quote and change it to Declined status.

In the Quote List use the Actions menu for the quote, select Decline:

You will be asked the reason for rejecting the quote:

Select a reason from the dropdown and continue by pressing the Decline button.
The quote is then rejected and put into Declined status.
Was this article helpful?

Copyright © 2021-2026 Lime Street Inc.

25 SW 9th St, 4th Floor,
Miami, FL
33130