Purchase Quotes

I. Pre-requisites

Users should have “Sell quotes” permission.

II. How to purchase a quote

1. In the Quotes tab, select the completed quote.
   It navigates to the Quote Review screen.

2. Click the Accept button.
   It navigates to the Quote Acceptance screen.
   
   

   Open

   

    

3. Click Purchase button
   
   

   Open

   

    

4. Select Payment Options and click the OK button
   
   

   Users can go to the Policy Details screen by clicking the Policy Reference hyperlink.

III. How to purchase multiple quotes

Note: only quotes with the same currency can be purchased together.

1. In the Quote Acceptance screen, if there’s more than one purchaseable quote, users can find them in the “Quotes ready for purchase” and “Other available quotes” sections.
   
   

2. Click the arrow-up / arrow-down button to move the quotes between the two sections.

3. Click Purchase button

4. Select Payment Options and click the OK button.

III. How to purchase a payment-first quote

You can refer to the link for purchasing a payment-first quote https://contemi.atlassian.net/wiki/x/NwBJgg

There is the ability to commit the payment for payment-first quote as well in the link <TBD>