Pending Quote – You still need to do work on the quote. IE need to call the customer back to tell them the rate, rate it with another company etc. If a quote remains in this status it will continue to show up on your main screen in the quote control section.
Quoted – Used after you have given the customer the quote and are finished with it. this status will remove the quote from the quote control section on the main screen of Jenesis. This status also triggers the Quote Follow up letter and the Remarket Quote letter
Pending App – Indicates that your client intends to write the policy and has a pending application. Could be due to underwriting or a number of other instances. If a quote remains in this status it will continue to show up on your main screen in the quote control section.
Written – Indicates that the quote was written and turned in to a policy. Your quote will change to this status automatically when you Export to Jenesis
Closed – Rarely used but if needed can be used when you receive a quote online and cannot contact the customer to give them the rates.
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