Question / Issue |
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How can I quickly change limits or deductibles after rating a quote without having to go back to that tab in the quote entry? |
Answer / Solution |
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Using recalculation entries on the Comparison screen:
- You must have the Show Recalulation Entries selection turned on in Options:
- Go to the Edit menu and select Options or click on the icon that looks like a gear on the toolbar.
- Go to the Compare tab.
- Click in the box next to Show Recalculation Entries.
- Click on Apply and OK to save and exit this screen.
- After you've rated a quote, you can then change limits, deductibles, policy term, etc. at the top of the Comparison screen.
- To apply these changes to your quote for all companies, you must click on the Re-Rate button located on the upper middle of the screen.
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