Agent Reviews Quotes

The agent reviews the quotes and works with their customer to select one of the available quotes. 

1

The Agent Reviews
Each Quote Received

The agent will be notified each time they receive a new quote. The agent can see the details of each quote by clicking the carrier name. 

2

View Additional Quotes without Returning to the Submissions Tab

To toggle between quotes received from other carriers the agent simply selects a different carrier name from the dropdown menu located in the gray box just below the Ref# 

3

The Agent Works with the Customer to Select a Quote

After reviewing all the quotes, the agent presents the quotes to the customer and helps the customer decide which of the available quotes to bind.

You can now return to the "Overview” or select “Binds a Quote” to learn about the next step of the Internet of Insurance process.

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