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Quotes, Entering, Saving, Deleting

You enter, edit, save and delete quotes exactly as you might do for a policy (see “Policies, Create a New Policy”), but because a quote is not a policy, when entering its details you may ignore all of the initial section above the thick black line on the first screen, as shown below. However although not required, it’ll be easier to track your quote if you give it a temporary reference for your own internal use (by clicking the “=” button next to the “Policy reference” field), and if you link it to an adviser so you know who was responsible for it.

Link to Insurecom

If you’ve set-up your system to use Insurecom you’ll be prompted to link to Insurecom when you reach the Premium Details screen, as shown below…

Entering Details – Useful Tips

The following tips may help when entering quote details…