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Issue Policy from the Quote UI
A customer service rep or internal insurance agent with access to the Quote UI can issue policies from that UI. This example shows policies issued from the Quote UI using out-of-the-box LWC-based components from an existing quote.
Here's what it looks like step by step:
Start on the Quote list page. Choose the quote you want to issue a policy for.
On the Quote UI, click Issue Policy - Native.
On the Issue Policy window, make any changes you want and click Create.
Vlocity creates the policy and displays a success message on the Quote UI.
You can also launch the OmniScript described in the previous section from the Quote UI. Click Issue Policy to launch this OmniScript.
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