Overview
Once our transfer team finishes quoting your client's policy, you'll get an email letting you know the quote is ready for agency review. From there, releasing it to your client and getting it issued only takes a few steps.
Find the Quote in Your Dashboard
Open your SimpleSwitch dashboard. You'll see the quote listed under the Agency Review Required cycle. Select the quote to open it.
Review the Details
Before moving forward, take a moment to check the earlier steps, Eligibility Reqs, Applicant Info, and Pricing & Limits, to confirm everything pulled through accurately. You can revisit any of these from the progress bar at the top of the quote.
Update the Final Details
On the Final Details page, update the email address and phone number with your client's actual contact information. Our transfer team enters a placeholder here so the quote can move through the queue. Updating it ensures all client communication goes to the right place.
Mark the Quote Ready to Issue
Click Ready to Issue. You'll need to select two checkboxes to confirm you've read and agree to the Electronic Transactions Agreement and Terms of Use, and that the information in the application is true and correct.