To create a quick quote the user must first select 'New Opportunity'.
The user must then choose which product they would like for the quote.
After choosing a product the user will be directed to the quick quote summary page.
After selecting 'Create quick quote' the user will then have to fill out some details, starting with the 'General information' page followed by the 'About business' page.
Once done, the user must select 'Complete'.
After completing the quick quote the user will be directed to the Summary page of the quick quote.
Here the user will be able to convert the quick quote to an actual quote. The user can also request the quick quote to be manually reviewed by selecting 'request manual review'.
If the user would like to request a manual reveiew they must select this option before supplying a manual review reason and clicking 'Submit'.
Once submitted the quick quote status of this opportunity will change from 'Quoted' to 'Referred'.
To convert the quick quote the user must select 'Convert to quote'.
After selecting 'Convert to quote' the user will then have to create a policyholder to which the quote will be linked or search for an already known policyholder.
After this, the user must then go through the full quote flow, with quick quote questions already having pre-filled answers. Once the questionnaire has been completed the user will then have the opportunity to bind the quote.
Updated over 1 year ago