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.