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Configure a Commercial Quote
Once you have created a Commercial quote, you can configure it to provide your customer with exactly the coverage they need.
Important
The state of a quote affects the changes you can make to it. For example, if a quote is Issued, you can't modify it because a policy has already been issued from it. Create another quote instead. Also, states in the Quote State Model can be configured to prevent certain changes. If a state is set up with No Delete selected, you can't remove insured items, parties, or coverages from a quote in that state. With No Update selected, quote line items are read-only in that state. For more information about state models, see Overview of State Models, Transitions, Rules, and Actions.
- Add Products to a Commercial Quote
Add a product to a commercial quote to start configuring it. You must add a product to a quote before you can add insured items or parties. - Add Insured Items to a Commercial Quote
You can add insured items to a commercial product in a quote to provide additional coverage. - Add a Commercial Grandchild Insured Item to an Insured Item or Party
If you're working with a multi-instance insurance product with grandchild insured items, you can add a grandchild item to an existing insured item on a commercial quote. - Modify Details and Attributes on a Grandchild Insured Party or Item on a Commercial Quote
You can modify the attributes and details of a Grandchild insured item or insured party to provide your commercial quoting customer with exactly the coverage they need. - Remove an Insured Item from a Commercial Quote
You can remove an insured item (or grandchild insured item) from a commercial quote to provide your customer with the necessary coverage when their needs change. - Add a Coverage to a Commercial Quote
You can add a coverage at the product, insured item or party, or the grandchild insured item or party level. - Remove a Coverage from a Commercial Quote
You can remove a coverage from a commercial quote if it is no longer needed.
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