Convert a Sunrise Quote

Modified on Tue, 15 Oct, 2024 at 3:31 PM

Process

Locate the quotation and from Actions, select Convert.
or if in the Policy Transaction view, select Menu, then Convert to New Business.
Review the Policy Summary, then select Next.
On the Sunrise page, select Sunrise Actions, then New Business.
Complete Sunrise and close the transaction (i.e.: save as 'New Business').
Return to INSIGHT and complete the wizard.



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