Quote Creation & Management
Learn the essential methods for creating and managing quotes to maintain customer data integrity, preserve the buying journey, and ensure accurate marketing attribution.
Quote Creation
Learning Objectives
By completing this module, you will be able to:
- Understand the critical role of quote management in customer experience and data integrity.
- Navigate the Quote Creation Decision Tree with confidence.
- Master the three main quoting methods: Start from Scratch, Add Quote, and Clone.
- Apply the correct quote creation processes for both standard and specialist business scenarios.
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It is critical that we maintain the integrity of our customer data. The way we create and manage quotes affects the customer experience, marketing attribution, reporting and future policy servicing.
For this reason, different business processes require different methods within the quoting system. Using the correct method ensures we:
- Deliver the best outcome for the customer.
- Preserve the customer's buying journey.
- Maintain accurate marketing attribution.
- Keep customer records clean and consistent.
- Produce reliable management information and reporting.
Always use the method that best matches the business process you are completing. Do not use a different method simply because it appears quicker or easier.
Understanding Quote Creation Methods
There are two ways to begin the quoting journey:
- Retrieve an existing quote
- Create a new quote
Retrieving an existing quote
Whenever possible, continue an existing quote. A customer may already have obtained a quote through the website, aggregator, or phone.
Continuing an existing quote preserves the customer's buying journey and ensures any eventual sale is attributed to the correct marketing source.
Follow this process whenever a customer wants to insure an additional motorcycle or obtain a new quotation.
Creating a new quote
If no existing quote can be found, there are three ways to create one:
Creates a completely new customer record and quote. No info is copied.
Use for: A new customer with no live policy and no existing quote.
Creates a new quote from a customer's live policy. Copies relevant info safely.
Use for: An existing customer needing a separate standalone policy.
Creates an exact copy of a policy/quote, including history and marketing attribution.
Use for: Re-brokes, Admin corrections, or specific Legacy Multi Bike cases.
Quick Check
A customer wants to insure an additional motorcycle on a standalone policy. They already have an active policy with BeMoto. What is the correct method to create the quote?
Standard New Quote Process
Always follow this order to protect data integrity:
- Can I amend the existing policy? Process an MTA if possible.
- Can I continue an existing quote? Search and continue to preserve attribution.
- If not, which creation method is appropriate? Use Add Quote or Start from Scratch.
Specialist Processes
Ensure you select the exact quoting method listed below when completing these specific business processes.
| Business Process | Quoting Method | Description |
|---|---|---|
| New Quote | Standard Process | Standard process for all new quotations. |
| Multi Bike (Current) | MTA | Add the motorcycle to the customer's existing policy. No new quote is required. |
| Multi Bike (Legacy) | Clone | Use Clone to preserve the existing policy history whilst processing the legacy Multi Bike journey. |
| Mirrored NCD (New) | Standard, then Clone | Create the first policy using the Standard Process. Clone the policy for the additional motorcycle. |
| Mirrored NCD (Existing) | Standard, then Add Quote | Follow Standard Process to preserve marketing. If no quote exists, use Add Quote from live policy. |
| Re-broke | Clone | Clone the existing policy before changing the insurer to preserve customer tenure and history. |
| Admin correction | Clone | Clone the existing policy to preserve customer history whilst correcting the error (e.g., wrong start date). |
Why we don't attach quotes to historical records
Attaching a new quote to an old prospect or cancelled policy does not improve the customer journey, is time consuming, and increases the risk of inconsistent records.
Scenario Check
Select a scenario on the left to review the required action.
Select a scenario to reveal the answer.
Process a Multi Bike MTA.
Do not create a new quote if the customer's existing policy can be seamlessly adjusted.
Continue the existing quote.
Search using Quote reference, Customer name, or Postcode. Preserve the buying journey and ensure accurate marketing attribution.
Use Add Quote.
Creates a new quote from the customer's live policy. Relevant customer info is safely copied across.
Start from Scratch.
Create a completely new customer record and quote. No information is copied from an existing record.
Use Clone.
Clone the existing policy to cleanly preserve customer history whilst correcting the error.
Knowledge Check
Test your understanding before completing the module.
Course Complete!
You are now BeMoto Certified in Quote Creation & Management.
You can safely close this window to return to the dashboard.