Generate your first quote
To initiate a new risk proposal
Select the Create Proposal button, or pull a web proposal you have received from your Dashboard tile New Web Proposals to Submit.
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.
Did you leave before generating a quote?
You will be able to quickly find the risk under the Dashboard tile Proposals to be Completed.
What it means when the risk is not 'rated'
Risks that do not receive a rate (price/quote) automatically are pushed through Special Acceptance Underwriting (SAU) until rated by the Underwriter and accepted by you. In cases where Underwriters require more information from you, you will need to:
- search for the risk under the Dashboard tile SAU Proposals In Negotiation
- view Underwriter Notes under the Notes tab
- choose Modify from the Risk Summary page to unlock the risk and add details requested by Underwriters
- choose Generate Quote to push the risk back to Underwriters for rating
What if I am not pleased with the quote?
Select Re-quote under the Quote tab of your Risk Summary page to ask Underwriters to revisit pricing.
Quick tip! In all cases, you must confirm commissions and taxes before binding. It is recommended that you confirm commissions and taxes upon presenting the quote to your client for review.
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.