Question / Issue |
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How do I save multiple quotes for one insured? |
Answer / Solution |
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Saving multiple quotes for one insured:
- Rate the first quote for your insured and save it or pull up an existing quote.
- Make changes to the original quote and rate it.
- When you are satisfied with the changes made to the quote, go to the Quote menu and select Save As New Quote.
- There is no limit to how many quotes you save for one insured.
- Click on the link below to find out how to view multiple quotes for the same insured.
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