How can I select the items that will print out on my quote?
Answer / Solution
Quote printout options:
Go to the Gear menu and select Preferences.
Select User
Click on Quote Breakdown option.
Select Auto from Lines of Business
In the Auto Quote Breakdown section, you can check/uncheck the items that you do or don't want to print out or show on the quote page: (checked items will print or show on the quote)
Vehicle Info - year, make and model
Vehicle attributes - # cylinders, # doors, etc
Driver violations - tickets and accidents
Driver Attributes - Prior insurance,type of residency, length of employment, etc.
Excluded driver info - name, DOB, etc
Finance info - downpayment, monthly payment, APR, etc
Discounts - company discount description applied to the policy rate
Warnings - company underwriting information warnings for the agent before the policy is written.
Notes/Reminders - Agent notes associated with the insured's quote
Once you have made your selections, click on Save buttom at the bottom of the screen.