Edit Underwriting

Insurer users are able to edit the quote results to ensure accurate coverage using the Underwriting tab on the quote screen


Underwriting tab of a valid quote

Any valid quote, with referred or quoted status can be edited.

Editing a quote will place it into a referred state so that other users are unable to purchase the quote while the current user is editing the quote results.

Once the underwriting changes have been completed the user will need to follow the Accepting Referrals and Approving Referred Quotes steps to allow the quote to purchased