FAQ ID # 136

ItcDataServices.com

Last Update : 2009/09/03
Rating : Not Rated
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Question / Issue
How does the Save As New option work and why would I want to use it?

Answer / Solution

Save As New button:

  1. The Save As New button at the top of the screen will allow you to duplicate a saved quote.
  2. 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.
  3. 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"
  4. 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.


Attachments
Save As New Example.pdf (39.7Kb)


Direct Link to This FAQ
http://www.itcdataservices.com/support/trfaq/?f=136

Tags
Save as new multiple quotes
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