Requesting Quotes

Once a submission is cleared, you can proceed to request quotes.

Steps to Request a Quote:

  1. Go to the Quoting Work Queue.
  2. Select the submission requiring a quote.
quoting work queue
  1. Enter the required Lines of Business (LOB).
Lines of Business
  1. Choose the Carrier:
    • Use filters to locate the correct carrier.
  2. Attach any necessary documents, including applications or carrier worksheets.
  3. Verify all details and click Send Request to submit the quote.

Tips:

  • Attach supporting documents to ensure carriers have complete details.
  • Use predefined workflows for consistency in quoting requests.

Placeholder for Image: Requesting Quotes Screen