Agent Portal

Quote Management System allows an Agent to create quotes for multiple Lines of Business in a single quote transaction. This capability helps to reduce the repetitive data entry while creating quotes for different LOBs.

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An Agent can proceed only with Quote flow.

Upon successful login, the dashboard appears. You can view the list of 10 latest quotes (both mono-line and multi-line transactions) that you created or are assigned to you by other users.

You can proceed to the existing quote or create new version of the quote or copy quote through the icon displayed at each record.