PL RATE | After the Quote: Bridge to Carrier, Send to AMS, Quote Summary & History

Understanding Your Quote Results

Premiums returned by PL RATE are estimated premiums. They provide a way to compare available carrier results, but they are not final bindable premiums.

When you are ready to continue with a carrier, use Bridge to Carrier to move from the PL RATE estimate into the carrier's portal.

Bridge to Carrier

Use Bridge to Carrier when you have reviewed the returned estimates and are ready to continue working with a particular carrier.

Bridge to Carrier carries the information entered in PL RATE into the carrier's portal. From there, you can:

• Review the transferred application information.
• Complete any additional carrier-specific requirements.
• Refine the estimated premium.
• Continue through the carrier's process toward binding coverage.

This helps reduce the need to re-enter information that was already collected during the PL RATE application.

Send to AMS

Send to AMS records information from the quote on the client's Momentum AMS record under Quote Applications.

The information recorded includes:

• Prospect information
• Carrier
• Effective date
• Date created
• Estimated premium
• A link back to the quote in Momentum RATE

This provides a record of the quote on the client file so it can be referenced later.

Download a Quote Summary

PL RATE can generate a prospect-facing PDF quote summary.

The quote summary can include:

• Carrier options
• Estimated premiums
• Proposed coverages

You also have the option to hide carrier names on the quote summary before providing it to the prospect.

This gives your agency flexibility in how carrier and premium information is presented when discussing available options with the prospect.

Review Submission History

Previous quotes can be accessed through the submission history, allowing you to return to earlier personal and commercial submissions when needed.

The Pipeline view tracks submissions and displays statuses such as:

• Draft
• Started
• Quoted

Key dates are also available within the Pipeline view.

You can toggle between Personal and Commercial submissions within the same workspace.

Which Option Should I Use?

Use Bridge to Carrier when:

• You want to continue with a returned carrier.
• You need to refine an estimated premium.
• You are ready to continue toward binding.

Use Send to AMS when:

• You want the quote details recorded on the client's AMS record.
• You want an AMS record that includes the estimated premium and a link back to the RATE quote.

Download a Quote Summary when:

• You want a PDF showing proposed coverages and estimated premiums.
• You want something you can use when reviewing options with the prospect.

Use Submission History when:

• You need to locate or review a previous quote.
• You want to check the status of a submission.

Best Practices

• Remember that returned premiums are estimates. Bridge to the carrier before treating a premium as final or bindable.
• Use Send to AMS to maintain the quote record. This keeps key quote information associated with the client in Momentum AMS.
• Review the quote summary before sharing it. Confirm that the proposed coverages and estimated premiums are appropriate for the conversation with the prospect.
• Use the carrier-name option intentionally. Decide whether carrier names should be displayed on the prospect-facing quote summary.
• Use Submission History instead of recreating previous work. Check for an existing submission when you need to return to a prior quote.

Summary

After PL RATE returns your estimated premiums, choose the next action based on what you need to accomplish.

Bridge to Carrier moves the application into the carrier's portal so the quote can be refined and taken toward binding. Send to AMS records the quote details on the client's Momentum AMS record. The Quote Summary provides a prospect-facing PDF, while Submission History allows you to locate and review previous submissions.