Gen 3

Quote

Gen 3

Quote

Perform underwriting reviews for quotes

A quote will need to be reviewed by an underwriter if it doesn’t meet the criteria for approval by straight-through processing (STP). To review a quote:

  1. Select Policies and Quotes.
  2. In the Policies menu, select Underwriter Queue.
  3. Select a quote with the In Review status to open it.
  4. Using the tabs near the top of the screen, review the quote information.
  5. Select Approve or Decline.

You can select Edit Quote in the right sidebar to make changes to the quote. You can also select the Notes icon (Figure 1) near the top-right corner of the screen to view and add notes to the quote. Select the Notes icon again to close the Notes panel.

Figure 1: Notes icon.