Multiple quotes
Record every market response against the originating submission.
Quotes
From quote to policy, keep the record connected.
The platform preserves the relationship between submissions, quotes and policies instead of forcing teams to recreate information across systems.
Submission01
Multiple quotes02
Selected quote03
Policy04
The problem
Quotes are usually attachments, not records.
- Multiple market quotes are compared in email threads
- The reason a quote was selected isn't captured anywhere
- Policy data is re-keyed once business is bound
- Quote history disappears after the deal closes
The approach
Quotes as first-class records on the submission.
Every quote belongs to a submission and a carrier, so comparison, selection and binding all happen against the same connected record.
Selection
One selected quote per submission keeps the decision unambiguous.
Comparison context
Premium, carrier and terms stay side by side for review.
Straight to policy
The bound policy stays linked to the quote it came from.
Documents
Attach the supporting files to the record they belong to.
Audit trail
Changes are recorded so the history stays reviewable.
Workflow
How it moves through the platform
- Submission
- Quote received
- Comparison
- Selected quote
- Bound policy
- No re-keying between quote and policy
- A defensible record of what was quoted and chosen
- Faster comparison across markets
- Continuity from opportunity to bound business