Coming SEPTEMBER 2021
Responders no longer received unwanted RFP invitations and can easily prioritize the quotes in queue with the best fit.
- Rapidly assess the degree of a match there is with RFP invitations
- Reduce the volume of DTQs (Declines) by virtue of automatically restricting RFPs with disqualifications
Quote Workspace
The Quote Queue displays the Match Index column with distinctly colored badges and a popup link to communicate scoring.
| Badge Color | Description |
| Green | 100% Match |
| Orange | A Warning is present |
| Red | A Disqualifier is present**** |
| Purple | A Bound Quote |
| Gray | A Closed, Lost, or Declined Quote |
***Underwriters will not see Disqualifiers unless an input was changed on the RFP or Match Index after the invite was issued. If a disqualifier exists at the time of invitiation the issuer will not be able to send the RFP to that Underwriter.
The Match Index details are accessible via the percentage link in the Quote Queue or in the Display Card Header.
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