Quote Description entry field:

1. The Quote Description entry field is found on the Policy tab in the Additional Information section. 
2. This entry field can used several ways:
   • This entry field can be used, for example, on saved quotes that change from a quote to a bound policy.
   • To help you distinguish multiple quotes for one insured that is viewed on the Open Quote screen.
   • To run reports on several different quote types (i.e. New business, Renewals, a description for how many were sold or bound. etc).
3. To add to or modify the dropdown list of items, view the FAQ link below.