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.
In the client record, scroll down to the Policies tab. Click the blue Add New Policy/Quote
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).
Fill in the requested information, then click Save