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. |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article

or if in the Policy Transaction view, select Menu, then Convert to New Business.



