Insurecom, Quotes Based on Existing Policies

To start a new quote based on an existing policy (e.g. to re-broke it)…

• Click on the policy in question to highlight it, as shown below

• Click the “Starburst” or “New” button
• Select “Quote”, as shown below
• Click “OK”

• Click “Create a quote based on the selected record”, as shown below
• Click “OK”

• Edit the details for the new quote, as shown below

• Accept the prompt to “Link to Insurecom” when you get to the “Premium Details” screen, as shown below