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Post Quote Question - When are they asked?
Jon Collis
asked this on September 09, 2011 11:46
Are post quote questions asked when a client saves the quote or when the client goes on cover with the risk?
Comments
Hi Jon,
At present they are asked in the Get Quote, after the Submit and if the Next option is taken to proceed further.
I think it should possibly be after the Quote goes from Pending to On Cover as the original idea was to allow something to be quoted with basic info and then capture the rest if you get an order but thats not how it works at present - I think we will possibly change this at some point - trouble is that the questions are not running at the point that you change status.
Regards
Colin
Has the above option been implemented?
Quick Quote (Questions) --> Quote given --> Post Quote (Questions)
Hi Nisar,
Not at present but we are always keen to capture new ideas and requirements so please add details of what you would be looking for here so that we get as many ideas as possible.
Colin
Hi Nisar,
There are actually a couple of tickets on this subject as follows:
Facility for Post Quote questions to affect premium
Ability to change / enter certain questions when status is changed to "On Cover"
Cheers.
Mark
It would be good if the post quote questions could be re-rated. i.e. the quote is dependent on assumptions but then the post quote questions include some more obscure areas. So there is a hook/indicative price after the 10 big questions and then a final price after full underwriting?
Thank Mark, I will have a look