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Generate and Instruct an Indemnity Insurance Quote

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Written by Huzayfah Patel
Updated over a week ago

Generate and Instruct an Indemnity Insurance Quote

Generate a Quote From a New Case

  1. Create a new case using your usual process.

  2. On the new case, click Indemnity Insurance.

  3. Complete the property information screen, then click Next.

  4. Enter the limit of indemnity.

  5. In the search bar, type a word related to the product you need.

  6. From the results displayed, click +Add next to each product you want to include in the quote.πŸ“Œ Note: If the required cover is not listed in the results, email [email protected] for assistance.

  7. Click Next.

  8. For each Assumption, click Yes or No as appropriate.

  9. Under Declaration, tick the declaration tick box.

  10. Click Request Quote.

In step 6, if the required cover is not listed in the results, email [email protected] for assistance.

πŸ“Œ Note: The system will typically take around 60 seconds to generate the quote.


Generate a Quote From an Existing Case

  1. In the Find case reference field on the home page, type the case reference, then select the case from the list.

  2. On the case, click Indemnity Insurance.

  3. Click New Quote.

  4. Complete the property information screen, then click Next.

  5. Enter the limit of indemnity.

  6. In the search bar, type a word related to the product you need.

  7. From the results displayed, click +Add next to each product you want to include in the quote.

  8. Click Next.

  9. For each Assumption, click Yes or No as appropriate.

  10. Under Declaration, tick the declaration tick box, then click Request Quote.

πŸ“Œ Note: The system will typically take around 60 seconds to generate the quote.


Instruct the Quote and View the Policy

  1. Once the quote has been generated and is visible on screen, click Instruct.

  2. Enter the commencement date for the policy.

  3. Click Confirm to instruct the quote.

  4. To view the policy, click View Policy.

If you still need help after following these steps, please raise a new support case online and reference the title of this article so the Support Team can assist you.

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