AutoRating.TurboRater.com

FAQ ID # 57
Last Update : 2018/10/23
Rating : Rated 1
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Question / Issue
How do I delete quotes?

Answer / Solution

NOTE: You must be an Admin to delete quotes.

Quotes can be restored for 30 days, but after 30 days - quotes cannot be recovered.

  1. Go to Administration and select Delete Quotes.
  2. Select a Line of Business and State.
  3. Select your Search Type (Insured Name, Date Quoted, Binder Date or Last Quoted).
  4. To delete quotes for a certain date range, enter a Start Date and End Date.
  5. Click List Quotes.
  6. Checkmark specific quotes to delete. Or, above the quote list, click Select All Quotes to delete all quotes.
  7. On the right, click Delete Selected Quotes.
  8. Click Exit Administration.

Related FAQs
Can I restore a deleted quote?

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=57

Tags
Delete quotes

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