When the client would like to proceed with the quote you will need to Hold Cover on the risk. You have the ability to Hold Cover from the Daybook as long as the quotes have not been referred.

There are also two other ways you can do this.

At the end of the quotation, when a premium and terms have been issued, you will see a ‘Hold Cover’ button

And also retrieving your quote and selecting ‘Hold Cover’

You will need to accept the terms and conditions before proceeding to the payment and on cover date selection.

Any policies that are short period or quotes with premiums that fall below £250.00 are not eligible for Direct Debit.

Once you have held cover, Policy Documents will be issued via email. These can also be retrieved from the Documents Tab.