Answer / Solution |
 |
Free Forms menu:
- The Free Forms menu options allow you to quickly print a form without having to search and open a quote. These can only be accessed from the blank screen of the comparative (no quotes open).
- The Free Forms that are available:
- ID Card
- Policy Change Request
- NOTE: There is an option to select for Binder, however it requires that you open a quote to complete this form, so you will receive a message to do so. Also access to the motor clubs, etc are available from this menu.
- When selecting a Free Form you will open a blank form and will have to fill in all information about the insured and coverage.
|