Navigation:  Quotations > Quotation Functions > Create New Quotations

Click on to create a new client Quotation. A blank Quotation details area will open in the Quotation Detail Window.

This is the first screen where the user will be required to enter a range of information to populate all of the fields.

 

 

Complete all the fields (remembering that nothing can be typed in the greyed out areas) that are applicable.

 

•Product: The product that the quotation is lodged for.

•Source Type: Select if this is via a Broker or Direct.

•Source: Only available if this is a Broker Quotation. Select the broker by clicking and selecting the broker this quotation pertains to.

•Client: Select the client by clicking and searching for the client the quotation is for.  If you have searched for a client record and it does not exist, you can then use the Quick Add function to add a new client record with minimal required details.

 

 

•Brief Desc: The user can provide a Brief Description of the Quotation in this area.

•Status: From the drop down list select the current status of the Quotation.

•Quotation No: Enter the Quotation Number as provided by the source.

•Quotation Type: Select from the drop down list if the Quotation Type is a New Business, Renewal, Endorsement, Cancellation, Amendment or Replacement.

•Underwriter: Defaults to the user that is logged in to the system.

•Underwriter Office: Defaults to the office that relates to the user that is logged into the system.

•FSRA Type: Select if this is a Retail or a Wholesale Product.

•Quotation Expiry: This is the date the Quotation Offer Expiries.

•Proposed Inception Date: Click  to insert the policy inception date

•Effective Date: Click to insert the policy effective date.  Note for New Business and Renewals this would be the same as the Inception Date.

•Proposed Insurance Term:Insert the term in this field.  Term is deemed as month, type 12 for 12 months, 24 for 24 months etc.

•Expiring Base Premium: Enter the Base Premium Expiry amount here.

•Requested Retroactive Date: Click to insert the retroactive date if applicable. A retroactive date may be entered by the insurer on the Declarations Page of a "claims made" policy. This provision establishes that no claims for injury of

•Authorised Rep: The user may choose from the drop down list a managing entity (company) that is authorised to be a representative for this quotation.

•Authorised Rep Contact: The user may choose from the drop down list the contact details applicable to the Authorised Representative

•Introducer: Choose from the drop down list a managing entity (company) that is the introducer for this quotation.

•Introducer Contact: Choose from the drop down list the contact details applicable to the Introducer.

 

 

*Remember to as you go*