WHAT’S NEW IN THIS RELEASE
Quote-LInQ has been enhanced to differentiate Incumbent Renewals versus more expansive Stop Loss marketing efforts by TPAs.
Request Type
The "Type" field on the Request Queue can be used to identify a Request is an
- Incumbent Renewal - it's only being shopped to the Incumbent
- Market Check - a renewal has gone out to the broader market
- New Prospect
Use this to filter, search and gain immediate insight into the type of business being shopped.
Send to Incumbent
When an Incumbent Renewal is in Draft you will have the ability to Send to Incumbent and Invite Underwrites.
| If the Incumbent is unknown to the system the you will have the ability to tell identify the Incumbent |
"Renewal Requested" Stage
The stage "Renewal Requested" will be used in lieu of "Sent to Market" when it is an Incumbent Renewal. This is to better differentiate the renewals where an invite has been extended.
"RFP" Nomenclature Change
Throughout the product the terminology "RFP" has been replaced with "Request".
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