Quote Preparation
Turn supplied client details, risk information, and insurer requirements into a complete submission pack for quotation.
Start a workspace
Brokers, agencies, and insurer submission teams
From the first document to the final review.
OpenTeam prepares quotation submission pack and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized application forms, client risk details, supporting records, and insurer checklists by source, owner, and date.
Prepare the working pack
Match supplied information to the quotation checklist, identify missing details, and prepare draft submission documents without generating an unsupported premium.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Quotation submission pack
- Missing-information checklist
- Draft insurer request