New request
Start a group quote
Rep sends invite → prospect uploads census → rep processes and asks any clarifying questions → quote returned → prospect decides.
You are viewing: Internal
What the Nationwide rep sees on their side
1Internal · Nationwide rep
Contact & broker info
Click to enter Meridian Fabrication's details
We'll email the prospect a secure upload link.
Waiting on prospect →
2Internal · Nationwide rep
Receive & process census
After the invite is sent, the prospect's upload will land here.
3Bridge · rep ↔ prospect
Ask clarifications (if any)
After processing, any unresolved reds roll into a single consolidated question thread to the prospect.
You'll land on the Discovery step next.