If the option is enabled in the master cover, a user can request a special quote from the underwriter.  The underwriter has the options to accept and bind the Declaration with its current settings or modify the Declaration and return it as a quote.

Additional Information

Additional panels and fields may have been added to the form relating specifically to this Transaction Type and Status.  Please review the form to determine if any new options are available or if any additional information must be provided.

If there are any difficulties completing the additional information, check to the right of the panel headers or field names for help icons .  Clicking the help icon provides additional information on the panel or field.

If further assistance is required, please contact your Insurance Representative.

Actions

While navigating through the workflow in this status, the system performs a series of validations in the background at key points.  The validations may display errors, warnings, or messages with additional information.

•    If any required information for the current screen is incorrect or incomplete, an error message is shown at the top of the form, detailing what must be changed before proceeding.  Make any necessary corrections and click Next or Save & Refresh to validate the information again.

While in Declaration - Special Quote Requested status, the following actions are available:

•    If the quote details are acceptable, click Issue Quote.  The system validates the quote requirements.  Any errors are displayed at the top of the form, and must be corrected before the quote can be issued.  If all validations pass, this action sets the transaction to Declaration - Quoted status, ready for review and possibly binding.  Proceed to the section on Declaration - Quoted Submissions.

•    Click Bind to accept the quote and payment plan, bind the declaration, and post the declaration period.  The system validates the bind requirements.  Any errors are displayed at the top of the form, and must be corrected before the declaration can be bound.  If all validations pass, the status changes to Declaration - Bound.  Proceed to the section on Declaration - Bound Policies.

•    Click Copy to create a new submission with similar information to the current submission.  Depending on settings in the product, individual fields may copy the value from the source transaction, reset to their default values, or be left blank.  The insurer, distributor, and client details are updated to the most recent details stored in the system.  The new submission has the Incomplete status as a New Business transaction.  Proceed to the section on Incomplete Submissions.

•    Click Delete to delete this transaction from the system.

•    Click Lock to prevent any changes to the transaction.

•    Click Unlock to re-enable a locked transaction.

•    The Print Document and Compose E-mail options become available if any document templates or e-mail templates, respectively, are currently available.  See the sections on Printing Documents and Sending and Managing E-mails.