Once a broker has submitted a quote via the quote form and can view the Results page, they will have the option to Copy the submitted risk data to a new Digital Trader quote form. This quote form will load with all of the data of the previous quote.

SCREENSHOT

Note that only the most recent quote run can be copied, but this feature is also available for live Policies.

SCREENSHOT

This copied quote can be submitted as a separate Digital Trader quote, and there will be no association between the original and copied quote on the insurer’s systems other than that it will be for the same Digital Trader client, i.e. the request will not re-use any previous insurer quote reference.

It is possible that the product form may have changed since the original quote was created, or that the risk data may have changed. The broker should review all data on the copied before submission to ensure that it is up to date.