AutoRating.TurboRater.com

FAQ ID # 6
Last Update : 2015/02/03
Rating : Not Rated
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Question / Issue
How can I select the items that will print out on my quote?

Answer / Solution

Quote printout options:

  1. Go to the Gear menu and select Preferences. 
  2. Select User
  3. Click on Quote Breakdown  option.
  4. Select Auto from Lines of Business
  5. 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
  6. Once you have made your selections, click on Save buttom at the bottom of the screen.

 

 


Attachments
Changing Print Options on Breakdown.pdf (134.0Kb)


Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=6

Tags
Quote Printout selection

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