Pending means the quote has been successfully sent to the client, and awaiting their response. Accepted means client has accepted the quote, and is awaiting for the agent to add the policy to the client's profile. Accepted and Created means the policy is added to client's profile. Declined suggests client has rejected your quote.
What do the status "Pending"/"Accepted"/"Accepted and Created"? and "Declined" mean? Print
Created by: Regine Lai
Modified on: Tue, 12 Feb, 2019 at 1:51 PM
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