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Property Quote Business Process
We've created a quote business process for Homeowners and Renters insurance for you to examine, use as examples, and extend to create your own business processes for property insurance in Vlocity.
Our screenshots are currently in Lightning style. Your spin may look different because it's using the Newport style in the Broker Portal and Customer Portal.
In Property, you can create new quotes from:
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Look under the hood of the property insurance quote process with details of the quote OmniScript.
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Follow a user-friendly workflow and create a quote from the Lex console, which is built with Lightning Web Components.
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Policyholders can follow a guided flow to quickly create quotes for property insurance.
- Property Quote OmniScript
Look under the hood of the property insurance quote process with details of the quote OmniScript. - Property Quote UI
Follow a user-friendly workflow and create a quote from the Lex console, which is built with Lightning Web Components. - Property Quote from Policyholder Site
Policyholders can follow a guided flow to quickly create quotes for property insurance. - Create Quote from Account
If you are a broker or an internal user who creates policies for others, then we have some great news for you! You can now quickly create an Auto, Marine or Property quote from the account page with just a few clicks. Read on to see how it works. - Quote Proposal OmniScript
For the lines of business that need documents that contain the details of a quote (rather than or in addition to showing the quote details on the UI), this OmniScript can create quote documents.
