Under certain circumstances, the broker is able to initiate a Special Acceptance request for a Declined quote, allowing the underwriter to assess the quote.
Let's take a look at how to request a special acceptance.
In the Quote page, go to the Quote Results section and find the Declined outcome. If permitted to proceed with the request, a Special Acceptance button will be available.
Note:
- You must have generated a live quote.
- Not all declined quotes can be referred to the underwriter, the eligibility rules of the quote determine this.
Press the Special Acceptance button, enter a message to the underwriter and confirm:
The quote updates to Referred status and the underwriter is emailed the details of the quote.
Once in Referred status, the broker can communicate with the underwriter using the Conversation feature.
Please note: the Special Acceptance and Referral rules are configured at the discretion of the market and underwriter.