Quote-to-Policy Workflow
The yes should not start another round of paperwork.
When a customer accepts, everything they already told you moves forward: into the proposal, the payment request and the policy or service order. Nobody retypes a single field.
Quote accepted
2- Q-24187
Private car · ₹5,227
- Q-24191
Home · ₹12,838
Proposal prefilled
1- Q-24179
Two-wheeler · ₹1,699
Payment link sent
1- Q-24170
Shopkeeper · ₹15,470
Policy issued
1- Q-24162
Private car · ₹6,112
Capabilities
What you get out of the box
Proposals that fill themselves
Intake answers, the chosen cover and the accepted breakdown populate the proposal form. The customer only adds what the quote did not need, such as nominee details or chassis number.
Payment links
Send a payment request for the exact accepted amount, tied to the quote reference.
Status at a glance
Every quote shows where it is: accepted, proposal sent, paid or issued.
Webhooks and API
Push accepted quotes to your policy administration system, CRM or job scheduler.
Exports when you need them
CSV and PDF exports for insurers and partners that still work from files.
How it runs
What happens after the customer says yes.
Each stage keeps a link to the original quote and breakdown, so the policy record always shows how the price was reached.
- Step 01
Accept
The customer accepts from the quote link, or the agent marks it accepted on the call.
- Step 02
Propose
A prefilled proposal or service order is generated, with only the remaining fields left to complete.
- Step 03
Pay
A payment link for the accepted amount is sent. The quote status updates when payment lands.
- Step 04
Issue
Details pass to your policy or order system. The breakdown is attached to the final record.
In detail
Integration points
Connect at whichever stage your existing systems take over. Most teams start with exports and move to webhooks.
| Event | What is sent | Typical destination |
|---|---|---|
| quote.accepted | Customer, intake answers, cover, breakdown | CRM, policy admin system |
| proposal.completed | Full proposal data and documents | Insurer portal, underwriting |
| payment.received | Amount, reference, payment mode | Accounts, policy admin system |
| quote.referred | Case, score, triggering rule | Underwriter queue, email |
| order.scheduled | Job details, slot, price | Field service scheduler |
Questions
Asked by teams like yours
Do we have to replace our policy administration system?
Can the customer change their mind after accepting?
Which payment providers are supported?
What happens to referred quotes?
Your turn
Price one yourself. Watch it explain itself.
SAMPLE QUOTE · ILLUSTRATIVE RATES
Q-SAMPLE-01
Loyalty
- Base rate · Private car, Standard cover
- ₹4,200
- Risk adjustment · Low risk, +9%
- + ₹380
- Loyalty discount · Renewing customer, 3.5%
- − ₹150
- Total
- ₹4,430
This is a sample quote using illustrative rates. Connect your own rate rules for real quotes.