Perform Pre-quote Data Checks

Perform Pre-quote Data Checks

1. If you have a manual policy which is demanding risk data before progressing through the screens, it is because the “Perform pre-quote data checks” is ticked, in Setup > File Paths:

1. The user will have to decide whether they want the questions asked or not, as it will ask the questions, on some non-Applied policies.
   
2. This scenario is part of the reason why we recommend users have Applied -specific profiles in Durell.