New Quote (Employee Portal)

Being an Employee, you can create Quotes for your customers and convert them into Policies. You can initiate new business and post new business transactions. You can create new quote through Create New Quote.

You will be navigated to the same Quoting screens as redirected when you proceed to create new quote through submission.

important

You can create only one quote for a product within a submission.

note

The Account page will be same as the Customer Account Information page as detailed in Submission flow.