WHAT’S NEW IN THIS RELEASE

Feature	QL
Enhanced Side-by-Side Comparison, Quote Manager

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Enhanced Side-by-Side Comparison, Quote Manager

The Side-by-Side Comparison in the Quote Manager has an enhanced user experience.  This change is aimed to allow our Issuers to do more quote evaluation in the product, relying less on the Financial Exhibit for this activity.  

Compare against Current and Requested

The first column in the compare screen displays the Quote Requests "Current" or "Requested" terms. 

• Toggle between the two by clicking on the down arrow.
• Values in the quoted options to the right will be highlighted yellow if different from the "Current" / "Requested" column.

• Display quote option variance against Current in the form of a % and $ amount.  
  • Use Estimated Fixed Costs; Spec plus Agg Annual Premium

Summary vs Detailed View

The comparison fields now default to a Summary view for easy consumption.  The user may expand the form for a deeper analysis by clicking "view details".

Reorder Options

A user can reorder options by using the drag function.  Click onf the "Create Financial Exhibit" link in the top left and the excel output will reflect the custom order created via the drag feature.  

Renew / Award

New "Renew" and "Award" buttons are present on the options so that a user can rapidly select a winning option.  

• If the quote option is from the Incumbent, then it will read "Renew" and will move it directly to "Bound"
• If the quote option is not from the Incumbent, then it will read "Award" and will move it to "Won".
• To move a quote to any other stage like Shortlist or Lost, use the Change Stage feature in the quote manager.

Additionally, the stage change confirmation screen has changed orientation but provides the exact same functionality to capture Won / Bound terms and Lost Reasons.