| Question / Issue |
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| If I have a risk quoted and am working on the renewal and want to see what the renewal price is, is there a way to flip the expired quote and update it with the renewal date so I don't have to rate it as new. If it's doable would it requote with current rates |
| Answer / Solution |
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The best way to do this is to open the existing quote and click on the Save As New button to duplicate your quote. Then change the effective date to quote the renewal with the current rates. When you go into the Open quote screen, you will then see 2 quotes one with the old policy date and one with the new policy date. |
FAQ ID # 197
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