Opportunities

Opportunities provide a container for policy holder details and allow multiple quotes against different risk versions, this allows users to compare price results for variations of the proposed risk.

Opportunities list screenOpportunities list screen

Opportunities list screen

Opportunities can be created without quote to hold prospect information or are created as part of the quotation journey when a quote is created without an existing opportunity

Opportunities details screen showing policy holder and associated quote detailsOpportunities details screen showing policy holder and associated quote details

Opportunities details screen showing policy holder and associated quote details