Stronger quote comparison and renewals

Quotation and renewal work now gives teams more flexibility without adding unnecessary repetition.

WHAT CHANGED

• Record multiple quotes from the same insurer branch when different options are available.
• Choose which premium values appear in a quote comparison.
• Give relationship managers clearer visibility of the POSP connected to a case.
• Include the previous policy document automatically in renewal communication.

WHY IT MATTERS

Real quotation work does not always fit into a one-insurer, one-quote pattern. An insurer branch may provide alternatives with different covers, deductibles or commercial terms. Keeping those options together gives the broking team and customer a clearer comparison.

Renewals also become easier when the previous policy travels with the communication. Teams spend less time searching for documents, while the recipient receives the context needed to review the renewal.

These improvements help operations, relationship managers and customers move from quotation to decision with fewer manual hand-offs. Individual options may depend on your organisation’s configuration.