Insurance, logistics, warranty and professional services do not sell from a shelf. They quote, and the quote is only good for a while.
Eligible buyer, permitted jurisdiction, capacity on the date, price still holding, someone to approve. Today that sequence runs through a human at almost every step.
Each condition becomes a rule the exchange evaluates. The agent gets a bindable offer, or the reason it cannot have one.
The quote was good for an hour.
The agent took ninety minutes.
Pick a service line to see the rules that decide whether an agent can bind it, and what happens when one of them fails at the last moment.
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Every branch below is a decision somebody already made, written down where an agent can act on it.
Cargo class, route, and value sit inside the published appetite. The quote is binding until it expires, and the agent can bind it without a call.
Publish your conditions →An expiry that is enforced is what stops a stale quote becoming a mispriced commitment. The agent re-quotes rather than assuming.
Handle it in code →High value, sanctioned route, unusual commodity. The request escalates with its full context instead of being refused or guessed at.
Set the thresholds →Unlike goods, a service transaction stays open after payment: the visit happens, the shipment moves, the claim is made. The record has to carry completion, not just purchase.
Nothing was in stock. Eligibility, jurisdiction and capacity had to be true at the same moment.