Create an Underwriting Edit Session

Select the "Edit Quote" button found on the Underwriting of quote

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Starting a Edit Session places a quote into the same state as a Manual Review in order to prevent the quote being actioned by other system users during the Edit Session

Enter a reason for the Underwriting Edit (Please note, the reason box title needs to be updated, please bear with us)

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Once the reason has been submitted the Edit Session is now open, this can be seen by:

  • The quote state will move to referred (if not referred before Edit Session)
  • The Underwriting tab will show "Edit Active"
  • "Discard Session" & "Complete Session" options are now available 22422242