Question / Issue |
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How does the Save As New option work and why would I want to use it? |
Answer / Solution |
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Save As New button:
- The Save As New button at the top of the screen will allow you to duplicate a saved quote.
- The reason you may want to use this is when you want to give your insured options for coverages such as different deductibles, coinsurance, etc.
- After you rate your first quote and save it:
- Click on the Save As New button.
- An exact duplicate of this quote will be created.
- Make your coverage changes, rate and save this new coverage quote.
- You may want to enter a text description on the Applicant tab to distinguish the quotes:
- For example, in the Name of Property field, after the property name, add something like "2500 AOP/5% Wind ded"
- When you go in to the Open quote screen, you will see 2 quotes for the same risk with an added description and different premium amounts.
NOTE: You save as many quotes for one insured as you would like.
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