Quote Groups

Quote Groups allow related quote options to be presented together, or even filtered so that only the lowest quote within the group is displayed.  Combined with sequence numbers, groups provide a significant amount of control over the order of quotes presented to the user.

Creating a New Quote Group

With the master cover selected, click the Quote Groups item in the Screens widget.  For instructions on finding and viewing a master cover, see the section on Viewing and Modifying a Master Cover.

The Quote Groups panel displays all groups defined for the current master cover.

1. Click Create.  The Master Cover - Quote Group page opens.



Product	Identifies the product associated with the master cover.
Status	Identifies the current status of the master cover.

2. Fill in the necessary information.

   

   Name	Enter the name of the quote group.
   Code	The code is automatically generated when the quote group is saved.
   Description	Enter a description for the quote group.
   Hide Highest Quotes	When this option is checked, only the valid quote with the lowest calculated premium within the group is displayed (if two quotes have the same lowest premium, they are both displayed).  Any other valid quotes are hidden, and can only be seen by a user with the right to view hidden quotes.  Any quotes that are not valid, such as referred quotes, are only visible to users with specific administrative rights. If unchecked, all quotes in the group are displayed for appropriate users, according to the quote status.
   Sequence	Enter a sequence number to control the order in which the groups and quotes are displayed in the Quote Summary window.  Quotes without groups are displayed first, followed by groups without sequence numbers, then numbered groups in ascending order.

   Tip: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15.  This allows new items to be added to the list at a later date, inserted between existing items.  Otherwise, the sequence numbers of existing items must be changed to allow for the new addition.

3. Click Add to save the group but remain on the page, click Add & Close to save the group and return to the quote groups list, or click Close to return to the quote groups list without saving the group.

Viewing and Modifying a Quote Group

With the master cover selected, click the Quote Groups item in the Screens widget.  For instructions on finding and viewing a master cover, see the section on Viewing and Modifying a Master Cover.

The Quote Groups panel displays all groups defined for the current master cover.

1. Click a link in the Name column to view the group details.
2. See the section on Creating a New Quote Group for a detailed description of the fields.  All fields may be edited, if necessary, except for the Code field.
3. Click Save to save any changes and remain on the page, click Save & Close to save and return to the quote groups list, or click Close to return to the quote groups list without saving any changes.