Post Quote Question - When are they asked?

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Jon Collis

09 September 2011 10:46

Are post quote questions asked when a client saves the quote or when the client goes on cover with the risk?

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  Colin Kippin 09 September 2011 11:07

  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

   

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  Nisar Tahir 06 February 2012 11:46

  Has the above option been implemented?

   

  Quick Quote (Questions) --> Quote given --> Post Quote (Questions)

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  Colin Kippin 06 February 2012 11:49

  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

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  Mark Williams 06 February 2012 11:54

  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

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  John Levett 06 February 2012 11:54

  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?

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  Nisar Tahir 06 February 2012 14:36

  Thank Mark, I will have a look

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