Quotations

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Quotations

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The Quotation area of the UnderwriterCENTRAL™ system allows management of Quotations to Brokers or Clients.  The user can manually Create New Quotation, Copy, Remove, Decline, Withdraw, Go to Policy, Go to Client and Add to External Claim.

 

The Quotations area processes new business Quotations from Client or Broker.  The user can store new Quotation details, retrieve and copy previous Quotations and processes Quotations to Brokers or Clients.  This area functions as a full processing system before a policy is bound, allowing comprehensive detail to be stored against the Brokers or Clients.

 

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