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.