Decline Quotation

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Decline Quotation

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If the Underwriter or Insurer has declined to proceed with the Insurance, select the Quotation so that the details pertaining to the Quotation are visible by clicking on clip2817 to be Declined.

 

With the Quotation open, click clip2904.   The user will be asked to confirm this request. Once saved the Quotation can not be edited.

 

clip2905

 

Notice that the Status has been updated to Declined.

 

 

clip2913

 

Please note,  a quotation can only be declined if its in an editable state.