Work-Flow
- Max Supporting File Size
- Quote-LinQ Request Stages
- Closed Reason - Chosen Underwriter
- How Underwriters Make Use of the Match Index
- Match Index Scoring
- How TPAs Make Use of the Match Index
- Who Can Use and See the Match Index Results?
- Copy Supporting Files & Current Terms to Renewal RFP
- Primary Action Buttons - Quote Response Workspace
- Primary Action Buttons - RFP Workspace
- RFP Closed Reasons
- Declined Reasons
- ESL Office RFP & Proposal Automation
- View/Download RFP Package from Quote-Manager
- Route Notifications by Tags
- Buy-Side Email Notification Preferences
- Admin Fees
- Quote-LinQ Quote Response Stages