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, Referral and approval process
Key Steps
- Create a quote
- Search for client to find quote
- Trigger referral
- Approve referral
- Bind and send docs
