Provide Brokers with the ability to capture the Chosen Underwriter when Closing an RFP.
Require the user to provide the Underwriter name when Closing the RFP under the following conditions:
|
Closed Reason |
Renewal |
New Prospect |
Broker |
TPA |
Requires "Underwriter" |
|
Placed outside of Quote-LinQ system |
X |
X |
X |
X |
✅ |
|
Renewed with same Carrier / MGU / UW |
|
X |
X |
|
✅ |
RFP Workspace
In the RFP Workspace when the user selects "Close", Quote-LinQ will prompt the user to provide the Underwriter name.
The select list will display the existing carrier relationships with your organization. To type in a name the user must select "Other, please specify".
Once closed this will be stored in the Group Detail's sold sheet for reporting purposes and future reference.
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