Refer quote to agent

When a Consumer Sales Portal calls the /applications/{resourceId}/consumerAgentRequest API, the system runs the PostBind rule to create a task. The Consumer Sales Portal refers a quote to an agent when the consumer requests it or when the policy process requires agent assistance.
Note: Referring a quote to an agent only succeeds when the quote includes the email address or the phone number of the consumer.

By default, the PostBind rule creates a Sales Portal Application Followup (ApplicationTask2017) task. This task appears in the Inbox of each agent in the UWClerk group. The system deletes the task after an agent starts working on the quote.

Consumers cannot view or edit quotes that have been referred to an agent. For more information about the Sales Portal behavior, see the Consumer Sales Portal Features.

Configure Consumer Sales Portal to refer quotes to agents

To enable the Consumer Sales Portal to refer quotes to agents, verify that your product and Consumer Sales Portal files include the required configuration.

Procedure

  1. For each product, add or verify that the PostBind rule is defined in the cw (country-wide) or state-specific product rule.xml file. 
    ...
<ProductRule id="id" RuleTypeCd="PostBind" Processor="java" 
 RuleSource="com.iscs.start.uw.common.product.model.template.iic.personalauto.cw.v01_00_00.rule.PostBind" />
...
  2. For each product, add or verify that the PostBind action is defined as part of the UWExternalQuoteBind sequence in the cw (country-wide) or state-specific product services.xml file. 
    ...
<sequence name='UWExternalQuoteBind'> 
      <action type='service' name='UWExternalQuoteBindToApp'/>
      <action type='link' name='UWUnderwrite'/> 
   <action type='service' name='UWRuleHandler' param='PostBind' />  <!--  Create fail-safe followup task. This Task does not survive Policy Issuance  -->
      <action type='service' name='UWRuleHandler' param='Approval' />
      <action type='service' name='UWRuleHandler' param='PreApprovalApply' >
        <actionparam Name='RunIfPriorRuleErrors' Value='Yes'/>
      </action>    
      <action type='service' name='UWApplicationCalculateWritten'/>
      <action type='service' name='UWReinsuranceProcess' />
      <action type='service' name='UWRuleTasks'/>
</sequence>
...
  3. If you do not have an application task.xml file in your build-out, create a copy of the uw/app/model/template/task.xml and register the copy with the UWApplication package namespace and the task-template repository.
  4. Open the uw/app/model/template/task.xml in your build-out, and verify that the task template includes ApplicationTask2017. 
    ...
<TaskTemplate    
        id='ApplicationTask2017'    
        Name='Sales Portal Application Followup'
        Priority='4' 
        PriorityOverrideInd='Yes'
        Description='Followup on UnIssued Sales Portal Application for $!InsuredName.gets("CommercialName")' 
        DescriptionOverrideInd='Yes'
        DefaultOwner='UWClerk'
        DefaultOwnerCd='Group'
        DefaultOwnerOverrideInd='Yes'
        WorkDtDays='2'
        WorkDtOverrideInd='Yes'
        Text='Followup on UnIssued Sales Portal Application for $!InsuredName.gets("CommercialName")'
        TextOverrideInd='Yes'
        CriticalDtDays=''
        CriticalDtBusinessInd=''
        CriticalDtOverrideInd='Yes'
        CriticalDtInd='No'
        ReminderDtDays=''
        ReminderDtBusinessInd=''
        ReminderDtOverrideInd='Yes'
        ReportTo=''
        ReportToCd=''
        ReportToOverrideInd='Yes'
        RepeatingInd=''
        RepeatingOverrideInd='Yes'
        WorkRequiredInd='Yes'
        DeactivationDt='29991231'
        CompleteRequiredInd='Yes'
        TaskTypeCd='Automatic'>
		<TaskRule id="application-task-process-delete" RuleTypeCd="Service" Processor="velocity" RuleSource="UWRule::rule::none::application-task-process-delete.vtl" />
 </TaskTemplate>
...
  5. For each product, verify that the quote requires either an email address or a phone number from the consumer.