Create and review the Quotation
Operations · Fictional Hawthorn example
Silent video; editable captions can support a future British English voiceover.

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Choose Create Quotation on the Response to start AI extraction of its retained source.

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Review the AI warnings and check the extracted terms against the original insurer evidence.

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Check the dates, premium and commission percentage. Commission Amount is calculated automatically.

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Quoted Product Fields are independent. Clear a requested value that the insurer has not confirmed.

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Review the full Coverage and terms document, including its table, conditions and exclusions.

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Coverage and terms is outward-facing. Remove broker-only wording before sharing it with the client.

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Check the coverage table and all qualifications. Headline amounts do not replace the detailed wording.

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Reduce the editor and create the reviewed Quotation. Saving does not send it or record acceptance.