ipfs.com| Pending Exception Status
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| Quote FAQ's |
| Create a New Quote |
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| Create an AP Quote |
- When a quote is outside the program, an exception is triggered for the Account Executive to review.
- Once the Account Executive has completed the underwriting process and email is sent to indicate that the quote is ready to electronically sign.
- Return to Quote Status page and select the elipsis under the action column to move forward with payment options.
The following exceptions can be triggered requiring a review, when a quote is created outside the agreed upon parameters.
The exception status is displayed in the Quote Search screen.
- Over Quoting Limit
- Lowered APR
- Dowered Down Payment
- Increased Number of Installments
- Override CRD (check release delay)
- Payment Interval
- Coverage Limit
- Credit Review
- Coverage Exception Type
- Policy Underwriting Review
- Balance Due
- Policy Term
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