Quote Documents

Application Document

Think of an Application Document as a physical or digital representation of all the factors and parameters that a Customer had to provide on your front end in order to generate a valid Quote. It includes details about the named insured, the covered loss or liability, and the customer's selected endorsements. In some cases this document must be digitally signed by the applicant. The Boost PAS can deliver the Application Documents via webhook to you or directly to the Customer via an emailed PDF.

Supporting documentation

To issue a policy from a quote, all required supporting documentation must be attached to the Quote through the PAS. In most cases this simply means that the Application Document needs to be signed by the Customer.

For some Products other supporting documents could be required. For example, Dog Sniffle Coverage could be contingent on the Customer uploading a document attesting to the fact that they do not have knowledge of anything pre-existing that might lead to a Dog Sniffle Claim. Based on the Products you are selling it will be clear which supporting documents are required to complete the Quoting phase, if any.


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