Overview
- Broker logs on to the platform to create a quote. Lands on a dashboard to see their own quotes and policies.
- Uses the Quote screen to create a new quote and send it to the client, then back to the quote screen..
- Use search option to find client again assuming client wishes to purchase the policy, albeit with something changed.
- Access the quote. Maybe create a new version and change something, then proceed to bind.
Key Users
Broker, Underwriter, Client
Key System Features Demonstrated
Broker Quote functionality, Restricted access, Document previews
Key Steps
- Create a quote
- Search for client to find quote
- Create new version
- Change something on version 2
- Bind and send docs
