This feature provides the ability to change the set of quote defaults when starting a quote or in the middle of a quote. The agent will select the desired template from the drop down feature.

Once the template is selected - you will be asked to choose how you would like the template to be applied.

1) Overwrite Unmodified Fields

• This selection will update all fields that have not already been changed with the desired quote template

2) Overwrite All Fields

• This selection will update all fields even if agent has made a change with the desired quote template

3) Only change question layout.

• The options allow the template to be changed in the middle of the quote if needed without losing already entered information.
• Example: The new template selected may have specific attributes or questions hidden in additional attributes and these questions would be moved per template design.