AutoRating.TurboRater.com

FAQ ID # 18
Last Update : 2015/03/13
Rating : Not Rated
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Question / Issue
How do I open a saved quote?

Answer / Solution

How to open a saved quote:

  1. Click on the Open Quote button on the tool bar between Save Quote  and Rate Quote:
    • If you are looking for a specific quote, type in your search criteria such as Insured's Last Name. etc. Then click on the Search Now button.
    • If you are looking more than just a specific quote, select other criteria on the screen then click on the Search Now button.
    • If you just was to view all quotes without any criteria, leave all entries blank and click on the Search Now button.
      • At the bottom of the list you can scroll through the pages by:
        • Clicking on Next or Last Or by
        • Clicking on the dropdown page list, select the page you want to view, and then click on the Go  button.
  2. When you find the insured you are looking for, click on their name in the Last Name column.
  3. You will then see a screen pop up that displays all saved quotes for this insured.
  4. When you find the quote for this insured that you want to open, click on the the Open Quote button on the left side of the screen.
  5. Your quote will then open.



Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=18

Tags
Open saved stored quote

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