Actions allow you to perform tasks on quotes and risks.
In the Quote List page there is an Actions button for each quote or bound risk:
This allows you to perform actions on a quote, these include:
- Access the Quote Overview page for Referred/Quoted/VRI status
- Convert a referred quote to Quoted or VRI status
- Decline a referred 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 underwriter actions that may be available for each status.
Note - actions available to you are set by user permissions, you may not see all of the actions below.
Summary of Underwriter Actions for Each Status:
