How To Mio© - Stage 2: Quote Pack - 5/5 - Quotes Ready

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This article explains Selecting an Insurer within the section
Stage 2: Quote Pack - Quotes Ready of a Mio^© M&A Project on the platform.

Once you reach the "Quote Packs Ready" status in Stage 2 - Quote Packs, the Quote Pack has been provided from Fusion underwriters for your review.

The Quote Pack consists of an NBIL (Non-Binding Intent Letter), a Policy Wordings draft document and the Warranty Schedule draft for the quoted policy(ies).

The last item in the Quote Pack Stage is for the insured to review their Quote Packs and Select a quote to move forward with.

This article describes the required steps for such and how to view the different elements and documents listed above.

Once your Quote Packs are ready, click on the "Review Quote" button for any individual quote you wish to review:

You will be provided the Quote Pack Detail screen, depicted below:

The three aforementioned documents you can view and/or download are highlighted above.

For each document, click on the  icon to view the document or  to download it.

Once you are ready to move forward with your quote, please click on "Appoint Insurer". Please note this only applies to the insurer, as neither the Seller in a Buyer Policy, nor any principal or secondary advisor(s) will be provided selection capabilities. 

This can be done from within the quote detail, as well as from the below Quote Packs (Quotes Ready) screen:

As soon as the insurer is appointed, your project will be moved to Stage 3: Binder Pack.

For related information, see How To Mio^© - Stage 3: Binder Pack Explained