If you've already created a contact in Insureio, you can add a placed policy or quote to that contact's record without going through the quote path. 


To add a new policy or quote:

Navigate to the Contacts Management section - you'll find it in your left-hand main menu. Search for your contact by name in the search box, then hit the blue magnifying glass button.

Contacts Management: Search for consumer

In the client record, scroll down to the Policies tab. Click the blue Add New Policy/Quote link.

Contacts Management: Add a new quote to existing contact

The system will prompt you to fill in the required information, beginning with the type of record you want to add (a placed policy, a quote, or a new quote using the quote path).

Contacts Management: choose type of record to add

Fill in the requested information, then click Save.

Contacts Management: save new record