Post Quote Questions cannot trigger from Quick Quote Questions

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Colin Kippin

28 August 2013 13:43

Just working on my first Scheme using Post Quote Questions.

Firstly would point out that any Questions that are needed in your rating must be in Quick Quote section as the rating and Refers run before the Quick Quote Questions appear. 

They should only really be used for information gathering once the client has agreed to proceed, not suitable for main underwriting criteria

Just noticed that Post Quote Questions can only be triggered by other Post Quote Questions - would be much more powerful if they could relate to the Quick Quote ones as well.

This would mean that key questions would still get asked but at a later stage enabling a quicker quote process to take place - even if the price is good a client may still decide not to proceed so the least questions asked the better but we need to ensure that the correct ones do get asked at some point - triggers from the Quick Quote Questions would make this much easier

 

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  Richard Thorne 30 August 2013 14:17

  It would also be handy if the post quote questions could be asked post quote. At the moment these questions are asked before the premium is given.

  We ask many questions post quote but these all rely on the client/agent knowing the premium first.

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