Declined Reasons

Coming JULY 2021

Provide clear communication to issuers as to why Quotes are marked "Declined" 

• Select from a predefined list of reasons when a Quote is marked as "Declined".
• Include addition details with the decline reason which is shared with the issuer.
• View declined reasons in the Workspace and Quote Records

Declining to Quote with Reasons

When a Quote Response is marked "Declined", the user will be required to select from a list of reasons and may also provide additional details.  This information will be displayed for both the responding and issuing parties for analysis and reporting.  Note that users will only have access to reasons for their organization's RFP or Quote Response respectively.  

Carrier / MGU

Select "Decline (DTQ)".

Select the reason for declining.  Add additional details as desired.

View and edit the declined reason next to the Info icon in the Display Card Header.

Broker / TPA

View and edit the declined reason in the Quote Manager using Info icon in the Display Card Header.