Quotation guidelines

When possible always get a contact number for the individual Get the details on the populated screens above In the event that a Senior Underwriter’s or Supervisor’s input is required, and a direct decision cannot be given at the time of particular quote, please assure the proposer that you will return the call “by end of workday,” even if to say you are still working on it!

In an effort for us to measure our conversion ratio, the quotations being in the system are important so they can be scrolled into the New Business and a report can be requested which shows the conversions of quotations received from the Call Centre.

Also, to avoid errors where all the coverages and Stamp Duty does not default, please follow the below steps:

On the Cover Screen, do not ‘x’ out as this will only default the first set of coverages. You should let the coverages default by just choosing the Line and Package Code. If you do ‘x’ out, please Replace Package in order for the system to default all the coverages. Review the Cover Screen by going to Inquiries, Coverage Refresh and this will show all the coverages.