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8 FAQs Found
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How do I add a new company to my Comparative Rater?
 
How do I use the new Insurance Scoring/ Real-Time Rating screen?
 
How can I set entry fields with the defaults that I want for all new quotes that I open (create a default quote template)?
 
How do I run a quote report?
 
How do I sign up others in the agency to receive weekly update notifications?
 
I have multiple quote templates, how do I choose another template to become the default template?
 
How do I choose a different payment plan from the one that is defaulted on the quote preview?
 
How do I set up and install the Newport bridge?
 
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