Referrals

A quote can be placed in a referred state by a user requesting a Manual Review of the quote or via the rating engine based on the Insurers criteria.

Referrals are found through the Review tab of the Quotes screen as shown below.

All referrals must be accepted before a quote becomes valid.

Quote Summary screen of a referred quoteQuote Summary screen of a referred quote

Quote Summary screen of a referred quote

A quote in a referred state cannot be bound or set to a valid quote without review for an Underwriter or other user with the Insurer user privileges (Please contact your administrator for changes to your user permissions)

Users with the required permissions are able to accept referrals and approve or decline the risk.

Adding Endorsements & Excesses to mitigate risks are detailed in the Underwriting section.