Generating Quote letters:

1. There are three generic quote letter templates that are automatically installed with the Comparative Rater:
   • Cancellation
   • FollowUp
   • Renewal
2. To use any one of these templates you will need to:
   • Rate a quote and select a company from the Comparison screen.
   • From the quote Breakdown screen, go to the Forms menu and select Quote Letter.
   • This will bring up an Open screen and list the templates for you to select.
   • Click on one of the templates and select Open.
   • This will open the document and pull in information such as:
     • Your Agency name and adress
     • The current date
     • The insured's name and address
     • In the body of the letter you will see the company name quoted, the total policy premium, payment info and monthly payments for example on the FollowUp letter. 
     • The user name for the agency that is pulling up the letter.
3. You can print the letter and then close the screen to return to the Comparative Rater.