Steps to Convert Quotation to Risk
- Navigate to Quotations
- Select Quotation listing
- Select Place As Risk
Search Knowledge Base Articles
How to Convert Quotation to Risk
Did you find this article useful?
Related Articles
-
Smatsure (reinsurance) FAQ's
FAQ's Question: What is Risk? Answer: On the Smatsure system Risk refers to a Policy. Policy is the ... -
How to Place a Facultative Risk / Quotation
Steps of placing a facultative quotation or risk Navigate to Quotation or Risk on the menu Select w... -
How to Place an Offer on the Risk / Quotation Placed
Steps on how to place an offer on a risk / quotation placed Navigate to Risk listing Click on Revie... -
How to Search For an Existing Risk
Steps to searching for an existing risk Click Place New Risk Select Existing Risk Enter a Reinsuran... -
How to Accept an Offer
Steps for the ceding office to accept a risk offer Navigate to the written line table and click vie...