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Configure a Quote
Once you have created a 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 a Product to a Quote
Add a product to a quote to start configuring it. You must add a product to a quote before you can add insured items or parties. - Add Insured Items
You can add insured items to a product in a quote to provide additional coverage. - Add a Grandchild Insured Party or Insured Item to an Insured Item
If you're working with a multi-instance insurance product with grandchild insured items or insured parties, you can add a grandchild to an existing insured item. - Modify Details and Attributes on a Grandchild Insured Party or Insured Item
You can modify the attributes and details of a Grandchild insured item or insured party to provide your customer with exactly the coverage they need. - Set a Primary Grandchild Insured Party or Insured Item
Some quotes require a primary grandchild insured item or insured party. You can set the primary insured item or insured party to give your customers just the right coverage. - Remove a Grandchild Insured Party or Insured Item from a Parent Insured Item
You can remove a grandchild insured item or insured party from a parent insured item to provide your customer with exactly the coverage they need. - Remove an Insured Item from a Quote
You can remove an insured item from a quote to provide your customer with the necessary coverage when their needs change. - Add a Coverage
You can add a coverage to a product or insured item. - Remove a Coverage
You can remove a coverage if it is no longer needed. - Change Attributes on an Existing Coverage
You can change some coverage attributes based on what's available in the product model. - Change Attributes on an Existing Insured Item or Insured Party
You can change some insured item attributes based on what's available in the product model. - Adjust the Total Price of a Single Root Quote
With the Vlocity Manual Pricing component, users can adjust the total price of a single root quote manually. When they enter price adjustments, the quote automatically refreshes to show the adjustment amount and the updated price in real time.
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