Employee Portal

Quote Management System allows an employee to create Submissions and Quotes for customers and convert them into Policies.

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An Employee can proceed with Submission flow along 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.

Through Submission, you can capture customer details, product information, and agency details, which can be used to create quotes for various products.

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Only an Employee can create Submissions.