Search quotes user interface

The Search > Quotes screen enables you to search for quotes in the quote store and unbound submissions on the current system created from quotes in the quote store. To exclude the current system from search results, select Only search Quote Store.

Search requires that you specify at least one of the following:

  • Quote ID
  • First Name and Last Name
  • Work Phone
  • Email Address
  • Company Name

See also

Submission number

In Search Results, quotes from the quote store have a Convert to Submission link in the Submission Number column. When you click Convert to Submission, you must link the submission to an account on the Account for Submission screen. This screen is populated with account holder contact information from the quote. Use this information to search for an existing account or to create a new account. You can link to any existing account, even if it does not appear in the search results.

After attaching the account, the quote is copied to the current system as a submission with quoted status.

Quote ID

Quote-only instances generate the quote ID. In the base configuration, the Quote ID appears only in the Search Quotes screen. When you convert to submission, the quote ID is saved on the policy period (PolicyPeriod.QuoteIdentifier).