Keep quotation work connected to the opportunity
A quotation is part of a client journey. The team needs the client's requirements, the current action and the information required to progress the placement. Review these handoffs together instead of treating quotation preparation as an isolated task.
Separate workflow management from insurer connectivity
A quotation workflow and a live insurer rating connection are different requirements. Insurance Cloud supports integrations, but each connection depends on available insurer interfaces and agreed scope. Confirm which products and quotation steps a proposed integration actually supports.
Carry the placement into policy administration
Once business is placed, policy and client records should remain connected to the sales process. Demonstrate the transition with an example your team recognises, including the documents needed by the operations team.
Plan a useful quotation demonstration
Bring a representative quotation request and describe the people involved from initial enquiry to placement. Include your follow-up process and the report used to track opportunities. This helps distinguish required workflow steps from optional integrations.
Questions, answered
Does quotation management mean every insurer is connected?
No. Insurer connectivity must be scoped for the systems and products involved. Ask for a demonstration of the specific integration you need.
Who is the quotation workflow for?
Agencies and brokers can connect sales opportunities to placement, while insurance companies can discuss quotation and issuance as part of a distribution integration.