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.

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