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Insurance Research: A Product Is Missing from Quote Results

Issue

A product you expected to see isn't in the Quote Results.

How to Fix It

Work through these checks in order.

1. Check Excluded Products

  • Below the results, click Excluded Products, then click Reasons beside the product. This shows why each cover couldn't be quoted. Common reasons are an age limit, a maximum sum insured, ownership the product doesn't support, or a cover that wasn't requested but is mandatory for that product.

2. Check Required Features

  • In the Needs Editor, open Required Features for each cover. Products without a ticked feature are excluded. Untick features that aren't essential.

3. Check the Provider list

  • Click ⋮ at the top right of the scenario and select Provider list. Make sure the insurer is ticked.

4. Check the Approved Product List

  • Click ⋮ and select Scenario settings. On General, check the Approved Product List. If the product isn't on the list and your licensee doesn't allow changes within a scenario, contact your licensee administrator.

5. Check campaigns

  • If you're expecting a campaign price, check the campaign is ticked under Scenario settings > Campaigns.

After any change, click Requote.

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