Policies: New business quoting

The new business workflow has undergone two major iterations. The first iteration led to what clients who went live prior to 2017 are using, known as legacy quoting or BriteQuoteThe legacy quoting offered minimal customization and was difficult to change due to technology constraints. In 2017, work began on a custom UI that offered new clients the ability to easily customize the entire quoting process within the Agent portal. This transition to the custom UI spec project was research and development with implementation. As a result, customizing a client’s quoting experience is still a work in progress.