Record the Insurer Response
Operations · Fictional Hawthorn example
Silent video; editable captions can support a future British English voiceover.

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When the insurer replies, open the sent Submission and choose Add Insurer Response.

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Choose the responding insurer and record when its terms were received.

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Upload the insurer’s original PDF and give the evidence a clear title and reference.

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Save the Response against this Submission. Replies are recorded from the evidence you received.

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Open Delivery & responses to find the saved insurer reply.

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Open the saved Response and check its source evidence before creating a Quotation.