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You searched for "change"

25 FAQs Found Page 1 of 3
	Username and Password Help
	How to Change a quote template during the quoting process Quote Template Selection
	How do I change my user name and/or password to log in to the program?
	How do I disable/enable the "Reason not Bound" drop down menu on the bridging screen? How to change the requirement for the Bound/Not Bound menu
	What is the process for obtaining a pro-rated premium / endorsement premium on a policy if a change was to be made mid term?
	I had a quote started by our intern that she saved. When I tried to open it at a different station under another account, the program asked me if I wanted to use it as a read only or to unlock it so it could be changed. Since more work needed to be done, I unlocked it. When I finished the quote and tried to save it I received the following message: "An error occurred saving the quote [XXX]. The Save Failed [The policy save failed. You do not have the policy locked.]." How do I now save this quote for later reference? Can I "Lock" this quote somehow so I can save it? Little help here.
	Trigger the Location Selection box to choose default location after login roaming agents, change location often
	How do I edit a Lead Source for all locations in the program?
	How do I change the program to bump down to the closest limits or deductibles for companies that don't have the those available that I enter on the quote?
	How do I set or change the company group a user uses for quoting purposes?
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