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