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Forms/Quote Request Information

Forms/Quote Request Information

Owned by Catherine Foss (Unlicensed)
Nov 03, 2021

Situation: Customer quote requests not being received. See this Jira ticket for an example situation.

Audit trail: Copies of quote requests are saved in the Archive mailbox (TDICPortalArchive@tdicins.com)

Quotes are received at protected@tdicins.com as well as by specific brokers

if the broker is not seeing the email they are supposed to have received, any of the following could be responsible:

  • Did the user choose the right settings when submitting the form?

  • Is the routing JSON sending to the right broker, based on the form selections?

  • Is there a problem at the recipient mailbox? (TDIC Protected, in this case)

  • Is the mail falling into a spam or "Other" inbox view?

 

 

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