Question / Issue |
|
How do I delete old quotes that we no longer need? |
Answer / Solution |
|
To delete quotes:
- Since the Multi-Peril and Wind Only databases are separate, you will need to select the line of rating that you want to delete quotes for.
- Click on the Open button at the top of the screen.
- You will be taken to the Open Multi-Peril Policy, Open CNR Multi-Peril Policy or Open Wind Only Policy screen, depending on which line of rating you are in.
- Click on the Delete button at the far left of the screen next to the quote you wish to delete.
- You will be asked to confirm that you want to delete the quote.
- If you click on Yes, the quote will be deleted and no longer appear on your open policy screen.
- Repeat the steps above for all quotes you want to delete.
- Once you have delete your quotes, click on the Cancel button to exit the screen.
- You will be taken back to the line of rating you originally selected where you can:
- Start a new quote OR
- Click on the Main Menu button to exit to the main screen OR
- Click on the Log Out button to exit the program.
NOTE: Any quotes that are deleted can not be retrieved. You will be asked to confirm the deletion of the quote before it is removed. |