Notification

An Agent/Employee gets various updates with the help of a notification icon :

  • When status of the quote changes as Employee has requested for more information

  • When you assign a quote to yourself (through ‘Make This Quote Mine’ option)

  • When your quote is re-assigned to another user

  • When your quote is taken over by an another user (through ‘Make This Quote Mine’ option)

  • When a policy is issued

  • When a policy is endorsed

  • When a policy is cancelled

  • When a policy is reinstated

  • When a policy is renewed