Create an opportunity without an associated quote

Select the “New Opportunity” button in the top right of the Digital Underwriting Screen


A Insurer User must first assign a broker to the Opportunity


Assign broker screen for Insurer users

A Distributor User skips this step as the Opportunity is automatically assigned to their company

A product type must then be selected from the products enabled for that user


Product Selection Screen

Enter policy holder details


Policy Holder details form

Select Save and Continue at the bottom of the form

Review Opportunity details

Select Create Opportunity


Opportunity review screen

The first page of the selected product risk capture screens is then displayed to allow the user to continue to quotation if they wish to do, otherwise, user’s can exit the process by selecting the desired option from the menu bar at the top of the page.

The Opportunity can then be picked up from the Opportunities screen when further action is required


Newly created Opportunities are found at the top of the Opportunities screen