Agent · Richie Alvarez
My Quotes
Quotes you have run. Click a quote to see its details, notes, and carrier handoff.
| Client Name | Carrier | Product | Quote # | Status | Monthly | Annual | Step reached | Updated |
|---|
Applicant
Name
Age / DOB
Sex
State / ZIP
Tobacco
Coverage
Carrier
Product
Face amount
Monthly premium
Annual premium
Notes
Notes save to this quote and travel with it on resume.
Future Follow-up reminder
Remind me to follow up on
Health screening
Knockouts
Conditions
Medications
Quote
Quote #
Status
Created
Step reached
Prototype notes - what these buttons do
Buttons are not wired in this mock. Behavior described below.
- ResumeRe-open this quote at its furthest completed step. In Progress quotes drop the agent back where they left off; Submitted quotes route to Intake to start a related re-quote; Abandoned quotes re-open and flip back to In Progress.
- Open Carrier HandoffOpens the carrier portal handoff for this quote so the agent can revisit the application. Shown only once a quote reached the handoff step.
- Save notesPersists coverage intent, health, and other notes to the quote. Notes travel with the quote on resume - this is the CRM memory layer.
- AbandonMarks the quote Abandoned and captures the reason. Explicit action only - leaving the session keeps a quote In Progress and resumable.
- Set reminderFuture: schedules a follow-up reminder for this client so a quote never goes cold. Turns the log into a working pipeline.
Agent · Richie Alvarez
My Quotes
+
No quotes yet
Quotes you run will show up here so you can resume them, add notes, or revisit the carrier handoff.
Agent · Richie Alvarez
Settings
Set the states you are licensed in and the carriers you are approved to sell. These control which carriers can be quoted for your clients.
States I'm licensed to sell in
Carriers I'm approved to sell
Prototype notes - what these controls do
Chips and checkboxes toggle in this mock; the save buttons are not wired. Behavior described below.
- State chipToggles a state on the agent profile. A client in a state the agent is not licensed in gets flagged. Maps to the agent-profile "state Y/N" data model.
- Carrier checkboxToggles carrier approval. Only approved carriers appear in the agent's ranked results. Today carrier eligibility is global (fail-open); this is the per-agent eligibility fast-follow.
- Save settingsPersists the agent's states + carriers. Admins manage agency-level carrier availability under Settings / Admin; this page is the agent-scoped subset.