New Life Quote

When applying for a new quote, the user goes through the following steps:

• Agent Details: The agent can see the details pre-filled by the system and launches the quotation flow.

• Client Consent: The agent obtains the customer's agreement for using their personal data further in the flow.

• Personal Data: The agent gathers the customer's personal details.

• Quotation: The agent must inserts the customer's contract data, in order to provide them with the suitable quotation.

• Summary of the Insurance Quotation: The agent checks the details before applying for the cover process.

• Application Form: The agent can fill in, edit and verify the personal data and policy details.

• Generate, Sign and Submit: After validating the quotation, the agent can generate, sign and submit the application.