View Submission and Issue Quote

When a broker generates a quote in Lime Street Marketplace that requires approval before continuing, the underwriter can easily perform a series of simple steps to issue the quote using the Low Touch feature:

After actioning the email and verifying your details in the security check, the View Submission page opens in your browser.  This page allows you to view all the details of the submission and the answers to the questions entered by the broker during the quoting process.

View Submission Page

There are two types of View Submission forms available depending on how your Underwriting company is configured.  The options are:
  • Quoted/VRI Status where prices are provided
  • Referred Status where prices are not provided and should be supplied by you during the Issue Quote process

Quotes of Quoted/VRI Status where Prices are Provided

Example of View Submission Page - Quoted/VRI Status where Prices are Provided:

Read through all the details for the quote

Quotes of Referred Status where Prices are not Provided

Example of New Submission Page - Referred Status where Prices are not Provided:

Read through all the details for the quote and provide premium values in the Quote Options section.

Example of Quote Options Section:

Enter the premium values into the fields.

Confirm and Issue Quote

Check the details and when you are ready to progress the quote, press the Issue Quote button at the bottom of the page:
A confirmation dialog will be presented.
Examples of Quote Confirmation Dialog:

Press the Confirm and Issue button to proceed:

The quote will be saved and updated:

You will also receive a Quote Confirmation email confirming the issue.
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