Quote Types serve as a base template for all of your Quote Requests. They are a combination of fields that are present on the RFP Cover Sheet and any Quote Proposals you will receive. There are two default types available:
- Standard Stop Loss
- Aggregating Spec Stop Loss
Other templates are built out during the implementation process to match your current types of policies offered.
To view the templates:
- Go into the BUY-SIDE menu in the top navigation bar
- Select Quote Types in the side navigation bar
- Click on the action button (vertical three dots on the right of the record) for the option to view the desired form.
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