Send a quote, or decline

Send a round of quotes

1. Choose Add a quote, attach the quotation (PDF, photo, Word or Excel, up to 20 MB), and add the insurer, the premium, excess, sum insured, the date it is valid until and a note for the client. Choose Add to this round. Add as many as you judge; the client sees nothing until you send the round.
2. Choose Send to the customer. A round goes with at least three quotes. With fewer, write Why fewer than three and choose Send with the reason: the client reads it beside the quotes.
3. The client sees the round side by side, in your order, and Covarage never ranks them. The case moves to Ready, and the client is told by email.

Decline instead

• Before you send a round, choose More, then Decline case. A request from Covarage's network, declined by a Director or Manager, goes on to the next brokerage in turn; a client's own request, or a review or renewal of a policy you look after, goes back to the client to choose where to send it. Covarage sees your reason; the next brokerage and the client do not.

Good to know

• Added a quote by mistake? Choose Remove before you send.
• Once you have sent a round, the client stays with you for that request.