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Quotes (Employee Portal)

You can view Quotes from the Menu Items available on the left pane of the homepage. You can perform the following functions through Quotes:

  • View the list of quotes that you created and proceed with the quote or create new version or copy quote through the icon displayed against each record
  • Sort quotes based on Customer Account Name, Quote ID, Transaction Date, Policy Effective Date, and Agency Name
  • Filter Quotes by providing Product Name, Quote ID, State, Status, Agency Name, Currently Assigned To, UW-on-File, Date (Policy Effective Date and Transaction Date)
note

You can choose the range of Policy Effective Dates or Transaction Dates to filter the quotes of specified duration.

  • Reassign the current user or the UW-on-File (underwriter who is working on that file) to another user through Reassign Quote
  • Assign a quote to yourself through 'Make this Quote Mine' option.
note

You can assign only one quote to yourself at a time through checkbox provided at each quote using Make this Quote Mine option.