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

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On an eligible Deal, choose Create Quotation when insurer terms are already available.

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Select the insurer and identify the option. This standalone Quotation has no Submission or Response link.

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Enter the offered premium and commission percentage. The commission amount is calculated.

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Review the independent quoted Product Fields and record the insurer reference.

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Enter the full outward coverage wording, including sublimits, excesses, conditions and exclusions.

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Create the reviewed Draft. Client delivery, acceptance, FOS and binding remain separate steps.

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Check the saved Draft and its standalone source.