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Quote Process
Provided below is an overview of the KAVA CRM Quote Process. Follow the steps below and
tick the corresponding checkboxes in CRM when you are finished with each step.
1. Send Quote Request to Insurer
Please request from the insurer a quote for the required product.
When completed, ✅ the Quote Request Sent to Insurer checkbox or specify as 'N/A'.
2. Obtain Quote from Insurer
Please wait for the insurer to submit their quote for the required product.
Once received, please enter the quote details in to the Insurer Response section. Income will be automatically calculated as the sum of the Broker Fee and Commission.
When completed, ✅ the Quote Received from Insurer checkbox or specify as 'N/A'.
3. Update Quote Response Status
Once the insurer has submitted their quote for the required product, please update the details in the Insurer Response section.
When completed, ✅ one of the following checkboxes:
- Accepted by Client
- Rejected by Client
- Declined by Insurer
- No Insurer Response
Once you have selected one of the above choices, the Quote Process is completed. The Quote Accepted Date or Quote Rejected/Declined Date (as appropriate) will be updated automatically.
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