Generate a quote

Once all risk details are complete, select Generate Quote from the Risk Summary Page to obtain pricing. Confirm commissions and taxes prior to binding or sending the quote to your client. If you are not pleased with pricing, select Re-quote from under the Quote tab of the Risk Summary page. 

Quick tip! Notice that the tabs across the top of your screen become more lean once you have selected Generate Quote. Choose Modify to change any application information prior to binding; if you do so, choose Generate Quote once again to assess the impact of changes to the proposal.

Disclaimer! The Knowledge Centre covers all features of the Glide platform. Some details in this article may not be applicable to your version of Glide.