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KNOWLEDGE BASE

How do I create a quote and issue policy?

Please follow the steps below:

  1. Click on the ‘Quote’ menu and then select ‘Create a Quote’ from the drop down list
  2. Click on ‘Motor Vehicle Insurance’ and enter 'Account Number'
  3. Enter 'Inception Date' and select Cover Section - Private Vehicle/ Motor Cycle/ Commercial Vehicle
  4. Click on the ‘Get Quote’ button
  5. Answer all questions and select 'optional Top-ups' (if any)
  6. Now you can see the premium and then click on 'Next'
  7. Answer all questions and then click on 'Next'
  8. Attach supporting documents such as driver's license, HKID, vehicle documents or any other information that you feel is relevant to maintain on QBE policy file, and then click on 'Next' button
  9. If all information is correct, select
    9a. Issue quote: You will be presented with the confirmation page

    9b. Make payment: You can select the payment option from the list - Customer payment / Agent payment
  10. Send confirmation email to client and download schedule