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Home > The Whitespace Platform for Brokers > Requesting a Quote > How do I request a quote from carriers?
How do I request a quote from carriers?
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As a broker, you can either 'Show for Quote' from a draft or 'Forward as Quote Request' from a quoted risk.

 

Show for quote from a draft:

  1. Select the draft you wish to 'Show for Quote'. 

  2. Click the 'Actions' menu (or '≡' on iOS) in that document.

  3. From the drop down menu, select 'Show for Quote'.

  4. Choose which carrier(s) you would like to show to. This can be one or more.

  5. Once they have been chosen, select 'Show to Carriers'.

iOS

 

Browser 

 

Forward as Quote Request from a Quoted risk:

  1. Select the Quoted risk you wish to Forward as Quote Request.

  2. Click the 'Actions' menu (or '≡' on iOS) in that document.

  3. From the drop down menu, select 'Forward as Quote Request'.

  4. Choose which carrier(s) you would like to show to. This can be one or more.

  5. Once they have been chosen, select 'Show to Carriers'. 

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